---
schema_version: "1"
id: e89b4dc66c691086c8e2cad6e551298f2870acc9a791a4abb86549365146abf0
title: Use Pre-Made Email Instructions to Draft a Sales Email
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/einstein_sales_emails_draft_premade.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.einstein_sales_emails_draft_premade.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7b86f2cf256d1a6d58dd22cad3367f405c0c25c4de80a4bb09842eb74027c7a3
description: Ask Einstein generative AI to draft some of your most common types of emails, such as introductions and follow-up nudges. Like email templates, Einstein pulls in a contact’s name and information to customize your email. But unlike a static template, Einstein creates personalized output every time.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Use Pre-Made Email Instructions to Draft a Sales Email

Ask Einstein generative AI to draft some of your most common types of emails, such as introductions and follow-up nudges. Like email templates, Einstein pulls in a contact’s name and information to customize your email. But unlike a static template, Einstein creates personalized output every time.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the Einstein for Sales add-on, which is available for an extra cost in <strong>Performance</strong> and <strong>Unlimited</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d120733e66">User Permissions Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d120733e66 ">To send sales emails using Einstein generative AI:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d120733e66 ">Einstein Sales Emails permission set</td>

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      </table>

You can choose from pre-made email types and custom email types created by an admin.

1. Use Einstein to create emails in Salesforce and in Salesforce email integrations for Outlook and Gmail.
    - In Salesforce, open the email composer anywhere in Lightning Experience.
    - In Gmail or Outlook integrations, locate the Einstein Sales Emails component in the email application pane.
2. Enter a recipient with a contact or lead record in Salesforce.
3. Click **Draft with Einstein**.
    
    ![The Draft with Einstein button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/sales_users_email/einstein_sales_emails_draft_click_draft.png)
4. Select a pre-made email instruction.
    
    ![Select a premade email instruction.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/sales_users_email/rn_sales_einstein_sales_emails_draft_with_templates.png)
    
    Depending on the email type, you can be asked to include related object information, such as product information. Select or search for a product and click **Continue**.
5. After Einstein drafts the email, review the output and edit it as you like before sending. Each time you choose pre-made email instructions, you get a personalized response.
    
    Be sure to fill in any missing details where Einstein leaves a spot for you to customize the email. For example, when the email suggests a meeting with the customer, you see \[Customize: DATE AND TIME\] where you can add a possible meeting time.
6. Send the email.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important This tool uses generative AI, which is known to include inaccurate or harmful responses. Before sharing externally, review the output for accuracy and safety. You assume responsibility for the output when sharing.

#### See Also

- [_Salesforce Help_: Prompt Builder](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_about.htm&type=5&language=en_US)