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.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and
Unlimited editions with Sales and Einstein for Sales.
|
- Batch Test Modular Agentforce Engagement Actions and Email with Testing Center
Agents created after October 27, 2025 by using the guided configuration process in Setup use six modular subagents. Use these batch testing steps if your agent shows six modular sub agents in Agent Builder. Test intro emails, nudges, and replies against multiple records at once with 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.
- Batch Test Legacy Agentforce Engagement Actions and Email with Testing Center
Agents created before October 27, 2025 used an older configuration process in Setup. These agents show only three subagents in Agent Builder. Use these testing steps if your agent shows three subagents in Agent Builder. Test intro emails, nudges, and replies against multiple records at once by 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.
