Guarantee continued engagement with prospects by automating lead handoffs between the Inbound Lead Generation and Lead Nurturing sales agents. Prospects created by the Inbound Lead Generation agent who don’t schedule a meeting can automatically get assigned to the Lead Nurturing agent for a faster follow-up and to maximize conversion rates.
Where: This feature is available in Lightning Experience in Enterprise, Performance, and Unlimited editions.
When: This feature became available starting mid December 2025.
How: From Salesforce Go, go to the agent configuration for Inbound Lead Generation. In the Capture Prospect Info step, turn on Handoff to Lead Generation Agent. Select the Lead Nurture agent to handoff to and the amount of time to wait before handing off.