Sales users can assign prospects to an Engagement agent with automated actions. Sales reps can create automated actions for prospects that they own and managers can create actions for prospects that any of their team members own.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales. |
| User Permissions Needed | |
|---|---|
| To create automated actions: |
Sales Engagement User OR Sales Engagement User Included OR Sales Engagement Cadence Creator OR Sales Engagement Cadence Creator Included AND Automated Action User |
| To assign prospects you own to an Engagement agent with automated actions: |
Use Engagement App OR Configure Engagement App AND Automated Actions User |
Watch the video to see how to assign prospects to an Engagement agent with automated actions.
Your Salesforce admin can also assign prospects to the Engagement agent with rules set in the agent settings in Agentforce Builder. Those rules can apply to any prospect.
Agentforce Engagement includes an Assign Lead to SDR Agent automated action. It's set up to assign new leads with no activity to the agent. Users can find it on their Automated Actions page in the Sales or Sales Engagement apps.
For example, to create an automated action for assigning leads to an Engagement agent:
- In the Sales or Sales Engagement app, click the Automated Actions tab.
- Click New.
- For Action, choose Assign Target to SDR Agent.
- For Perform the action, choose Automatically.
- For the Object, choose Lead.
- Choose whether to perform the action when a lead record is created or when one is created or updated.
- Choose the field conditions that you want to trigger the action.
- Save your changes.
Before assigning prospects to an agent automatically, be sure their email addresses aren’t used by any other other lead, contact, or person account records.