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Set Up Email Notifications for Agentforce

For Agentforce to send email notifications, set up org-wide email addresses and add an email template to the flow that the agent action uses.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Agentforce enabled.
  1. Set up an org-wide email address.
  2. Identify the name of the email template that you want to use. If required, create a new email template for Agentforce.
    1. From Setup, in the Quick Find box, enter Classic Email Templates and select it.
    2. Find the template that you want to use and select it.
    3. Note the Template Unique Name.
  3. Update the template for agentforce.
    1. Click Edit HTML Version.
    2. Update Hello, {!Lead.Name} to Hello, [[RECIPIENT_NAME]].
    3. Remove the modification paragraph: 
      <p>
       If you change your mind, you can <a target="_blank" href="[[MODIFY_APPT_FLOW_URL]]">modify or cancel</a> your service appointment.
       </p>
  4. Update the Agentforce flows to add the email template.
    1. From Setup, in the Quick Find box, enter Flows and select it.
    2. Find the Scheduler: Schedule Appointment with AI Agent flow and select it.
    3. Open the Schedule Appointment action.
    4. Turn on Email Template.
    5. Enter the Template Unique Name that you noted.
    6. Save the flow.
    7. Repeat these steps for the Scheduler: Cancel Appointment with AI Agent flow.