To generate appropriate, customized emails, the Agentforce Engagement agent template includes these subagents, actions, and prompt templates.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Engagement add-on. |
| SUBAGENT | Agent Action | Prompt Template |
|---|---|---|
| Follow-up Outreach | Get Record Details | None |
| Return Calendar Link | None | |
| Generic Response | Get Record Details | None |
| Return Calendar Link | None | |
| Initial Outreach | Get Record Details | None |
| Manage Opt-Out | Opt Out Target | None |
| Meeting Response | Get Record Details | None |
| Return Calendar Link | None | |
| Product Q & A | Get Record Details | None |
| Answer Questions with Knowledge | Answer Question with Knowledge | |
| Return Calendar Link |
Legacy Subagents and Actions
Engagement agents created before October 7, 2025 used a different set of subagents and actions. When customizing an agent, don’t combine older subagents and actions with newer versions. Don’t use the older subagents or actions with a newer agent configuration.
If you do use the legacy subagent and action versions of with an agent created after October 7, 2025, be sure to remove the Schedule Email action from the agent’s list of subagents.
| subagent | Agent Action | Prompt Template |
|---|---|---|
| Send Outreach | Sales SDR: Draft Initial Outreach Email | Draft Agentforce SDR Email |
| Sales SDR: Draft Nudge Email | Follow up Agentforce SDR Email | |
| Schedule Email | None | |
| Sales SDR: Draft Initial Outreach Email for Contact or Person Account | Draft Agentforce SDR Email For Contact | |
| Sales SDR: Draft Nudge Email for Contact or Person Account | Follow up Agentforce SDR Email For Contact | |
| Respond to Prospect | Sales SDR: Draft Meeting Request Email | Reply with Meeting Agentforce SDR Email |
| Sales SDR: Draft Meeting Request Email for Contact or Person Account | Reply with meeting Agentforce SDR Email For Contact | |
| Sales SDR: Draft Generic Reply Email | Reply with fallback response Agentforce SDR Email | |
| Sales SDR: Draft Generic Reply Email for Contact or Person Account | Reply with fallback response Agentforce SDR Email For Contact | |
| Schedule Email | None | |
| Sales SDR: Draft Email for Lead Question | Reply with Product QnA Agentforce SDR Email | |
| Sales SDR: Draft Email for Contact or Person Account Question | Reply with Product QnA Agentforce SDR Email For Contact | |
| Answer Questions with Knowledge | Answer Question with Knowledge | |
| Manage Opt Out | Opt Out Target | None |