---
schema_version: "1"
id: ad47b1f90953240dc0cb798e96614e14a5e42ac8c5f4cd87cbbbdbf165930b72
title: Customize and Test Agentforce Engagement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_agent_sdr_customize_and_test.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_customize_and_test.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 98166f4466e877f76ce516e7fbe2b87c6dd08ec31517f5820abe5717881b0425
description: You can customize your Engagement agent behavior by editing its Agentforce Builder settings, the included prompt templates, or the Opt Out Lead action.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Customize and Test Agentforce Engagement

You can customize your Engagement agent behavior by editing its Agentforce Builder settings, the included prompt templates, or the Opt Out Lead action.

### 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 the Agentforce Engagement add-on.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_note.png)

Note Agents created in Salesforce Go with the Engagement template are built with Agent Script. To make changes to these agents, use the guided setup experience in Salesforce Go. For deeper customizations, such as adding specific business rules and logic, use the Agentforce Builder found in the Agentforce Studio app. For new agents, Salesforce recommends starting with this template.

Agents created in Salesforce Go with the earlier Engagement (Legacy) template are built with modular subagents, actions, and prompt templates. For deeper customizations, these agents can be edited in the earlier version of Agentforce Builder found in Setup

- **[Engagement Agent Subagents, Actions, and Prompt Templates](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_topics_actions_prompts.htm&release=264.0.0&type=5)**  
    To generate appropriate, customized emails, the Agentforce Engagement agent template includes these subagents, actions, and prompt templates.
- **[Testing Agentforce Engagement Actions and Email with Agentforce Builder Preview](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_testing.htm&release=264.0.0&type=5)**  
    When preparing to use Agentforce Engagement, you can ensure you’re satisfied with the agent’s work by testing how the agent generates and schedules its emails. When you test in Agentforce Builder, you can sanity check your agent’s subagents and actions individually.
- **[Batch Test Agentforce Engagement Actions and Email with Testing Center](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_testing_center.htm&release=264.0.0&type=5)**  
    Test intro emails, nudges, and replies against multiple records at once using a comma separated values (CSV) spreadsheet file designed for batch testing. Each CSV file can test a single scenario across multiple leads, contacts, or person accounts.