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            Create a Sales Email Prompt Template

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            Create a Sales Email Prompt Template

            Connect with customers using emails that leverage your customer relationship history and insights. To generate personalized, targeted emails at scale, design a sales email prompt template. Because you can reuse your template for different products and customers, getting an LLM to write your emails saves you time and makes email workflows easier.

            Required Editions

            Available in: Lightning Experience
            Available with the Einstein for Sales add-on, which is available for an extra cost in Performance and Unlimited Editions
            User Permissions Needed
            To send sales emails that use Einstein generative AI: Einstein Sales Emails permission set
            Note
            Note To build Sales Email prompt templates, turn on Sales Emails in Setup and assign a permission set to your users. See Set Up Sales Emails or Set Up Sales Emails for Partners
            1. From Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder.
            2. Click New Prompt Template.
              1. In the Prompt Template Type dropdown, select Sales Email.
              2. Enter your Prompt Template Name. The Prompt Template Name and optional Description that you choose appear in the list of custom email types that your users can choose from in the email composer.
              3. Select a Recipient to define which type of object that the email is for.
              4. Optionally, write a Description for your prompt template.
              5. Optionally, select an Object to include data from a related object, such as Account, in the generated email.
            3. Click Next, and you’re redirected to the Prompt Template Workspace. The Prompt Template Workspace is where you add and revise your prompt template instructions. Here, you can write a template from scratch or copy and paste an example template.
            4. In the Prompt Template Workspace, create your prompt template, run it, and see the LLM’s response.
              1. Click the Preview Settings button.
              2. Under Inputs, search for and select a recipient. Available options are defined by the recipient object that you selected on the Create Prompt Template page.
              3. In the Configure Response and Display sections, verify that Generate Response, Display Prompt, and Display Resolution are selected or deselected based on what you want to test.
              4. Click Save & Preview.
              5. Review the LLM’s generated email in the Response section.

            The custom sales email prompt template that you created is available in the email composer on contacts and leads for users to whom you’ve assigned permissions. Prompts are available to internal users working from Lightning Experience and partner users working from Experience Cloud sites.

             
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