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            Add a Sales Email Prompt Template to Einstein Sales Emails

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            Add a Sales Email Prompt Template to Einstein Sales Emails

            Get ready to add sales email prompt templates from Prompt Builder to your sales team’s toolbox. Turn on Sales Emails in Setup, and then assign a permission set to your sales reps.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations
            User Permissions Needed
            To access and run prompt templates outside Prompt Builder: Prompt Template User permission set
            To access Sales Emails features to write emails using Einstein for Sales: Einstein Sales Emails permission set

            For information about assigning Einstein for Sales permission sets, see Set Up Sales Emails.

            See Also

             
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