---
schema_version: "1"
id: 34675738f9a625ae2ad2bc860ef7568ecb808c9e360ef1d52d76e9b0dd0b7012
title: Assign Prospects to an Engagement Agent with Automated Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_agent_sdr_auto_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_auto_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f964cfc6c60fbe5ff4b5b28f5800ad551e0afc9ccc491cdaae817d89cdee88af
description: 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.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Assign Prospects to an Engagement Agent with Automated Actions

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

<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 in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Sales and Einstein for Sales.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25219e60">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25219e60 ">To create automated actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25219e60 ">
              <p>Sales Engagement User</p>
              <p>OR</p>
              <p>Sales Engagement User
                Included</p>
              <p>OR</p>
              <p>Sales Engagement Cadence Creator</p>
              <p>OR</p>
              <p>Sales
                Engagement Cadence Creator Included</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Automated Action
                User</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25219e60 ">To assign prospects you own to an Engagement agent with automated
              actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25219e60 ">
              <p>Use Engagement App</p>
              <p>OR</p>
              <p>Configure Engagement
                App</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Automated Actions User</p>
            </td>

          </tr>
        </tbody>
      </table>

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:

1. In the Sales or Sales Engagement app, click the **Automated Actions** tab.
2. Click **New**.
3. For Action, choose **Assign Target to SDR Agent**.
4. For Perform the action, choose **Automatically**.
5. For the Object, choose **Lead**.
6. Choose whether to perform the action when a lead record is created or when one is created or updated.
7. Choose the field conditions that you want to trigger the action.
8. 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.