---
schema_version: "1"
id: 1352fc6714e7e8f5c8674edf198a2590fba56e20119f6d66e0c15044b76d5dfd
title: Set Up Einstein Sales Emails for Partners
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/salesforce_prm_setup_gen_ai_sales_emails.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_gen_ai_sales_emails.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 19777b78a08c884305d5eda863b01dddbd2d390685988ed54f3914d6bba14e95
description: Give partners access to send personalized sales emails fast from your Experience Cloud Aura sites by using Einstein Sales Emails. From the email composer on contacts and leads, partners can rely on generative AI to help them craft impactful emails quickly. To begin drafting, partners choose from a collection of standard email prompt types for common sales scenarios, such as introductions, nudges, and meeting invitations. Or you can develop custom sales emails prompt templates by using Prompt Builder. To set up Einstein Sales Emails for partners, turn on the necessary features and assign the required permissions to partner users.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Set Up Einstein Sales Emails for Partners

Give partners access to send personalized sales emails fast from your Experience Cloud Aura sites by using Einstein Sales Emails. From the email composer on contacts and leads, partners can rely on generative AI to help them craft impactful emails quickly. To begin drafting, partners choose from a collection of standard email prompt types for common sales scenarios, such as introductions, nudges, and meeting invitations. Or you can develop custom sales emails prompt templates by using Prompt Builder. To set up Einstein Sales Emails for partners, turn on the necessary features and assign the required permissions to partner users.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for partners in Experience Cloud <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;type=5&amp;language=en_US" target="_blank">Aura sites</a> sites, accessed through Lightning Experience in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales or Service.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">A <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;type=5&amp;language=en_US" target="_blank">PRM add-on license</a> and Einstein for Sales add-on license are required for each partner user. The Einstein for Sales add-on license is available for an extra cost in <strong>Unlimited</strong> Edition.</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%">
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        <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="d3702e65">User Permissions Needed</th>
          </tr>
        </thead>
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          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3702e65 ">To enable Einstein Sales Emails for Partners:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3702e65 ">
              <p>Customize Application </p>
              <p>AND </p>
              <p style="margin-bottom:0;">Manage Users</p>
            </td>
          </tr>
        </tbody>
      </table>

1. Set up Einstein generative AI.
    1. From Setup, in the Quick Find Box, enter Einstein Setup and select it.
    2. Turn on Einstein.
2. Set up Sales Emails.
    1. From Setup, in the Quick Find Box, enter Einstein for Sales and select it.
    2. Turn on Sales Emails.
        
        To let partners enter their own prompt instructions for the email they want Einstein to write, also turn on Add Email Prompt Instructions.
3. Assign permissions to partner users.
    
    1. From the Einstein for Sales page, click **Assign Permission Sets**.
    2. From the Permission Sets page, assign the Einstein for Sales Generative AI for Partners permission set to partner users.
    3. Verify that users have access to the email composer in your partner site. Verify that partners are assigned the Send Email and Access Activities user permissions.
    
    Partner users see a Draft with Einstein button on the email composer for their contacts and leads in their Experience Cloud site. After clicking the button, partners have access to a collection of [standard email prompt types](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_overview.htm&type=5&language=en_US).
    
    ![The email composer in an Experience Cloud site showing the Draft With Einstein email prompt options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/salesforce_prm/images/prm_sales_emails_draft.png)

To give emails your company’s unique customer relationship history and insights, [create custom sales email prompt templates by using Prompt Builder](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_create_sales_email_template.htm&type=5&language=en_US). The custom sales email prompt templates that you create are available to all Einstein Sales Emails users, including internal users working from Lightning Experience and partner users working from Experience Cloud sites.

#### See Also

- [Understand How Einstein Generative AI Creates Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_overview.htm&type=5&language=en_US)
- [About Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_about.htm&type=5&language=en_US)