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            Batch Test Lead Nurturing Introductory Emails in Testing Center

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            Batch Test Lead Nurturing Introductory Emails in Testing Center

            To see how your Lead Nurturing agent generates initial emails at scale to prospects using the prospect record details and the Draft Initial Outreach Email prompt template action, use Testing Center.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
            User Permissions Needed
            To set up and test Agentforce Lead Nurturing: Configure Agentforce SDR Agent

            In Testing Center, set test conditions, upload a CSV file, and view the resulting intro emails.

            1. In Setup, enter Testing Center in the Quick Find box. Then click Testing Center.
            2. Click New Test.
            3. Give your test a name and choose the Agentforce Lead Nurturing agent as the agent to test. Add a description for your test if you wish. Click Next.
            4. On the Test Conditions page, click Include context variables. Context variables define the conditions for your testing scenario, such as whether you’re testing leads, contacts, or person accounts, intro emails or nudges, etc.
            5. From the list of context variables, select the variables needed for your test. Then click Next.
              For testing intro emails, choose the Record Type, Email Scenario, Action Cadence Step Tracker ID, and Record variables.
            6. On the Test Data tab, Upload Test Cases (.csv) is selected by default. Use this option to create and upload a CSV file. Click Template to download a CSV file containing the columns you’ll need for your test. You’ll fill in only the columns needed for testing intro emails.
            7. Open the template CSV file in a spreadsheet editor like Microsoft Excel or Google Sheets. Delete the placeholder data beginning on row two. Then populate the rows with the lead, contact, or person account records and the associated context values that define your intro email testing scenario. For intro emails, the CSV file includes these columns.
              • Utterance: the request sent to the LLM to initiate drafting the intro email.
              • Expected Subagent: the subagent used to draft the email.
              • Expected Actions: the agent action used to draft the email.
              • Expected Response: the type of response requested from the agent.
              • Context Variable OrchestrationStage: the email testing scenario. In this case the scenario is Intro.
              • Context Variable currentRecordId: This is a record ID of a lead, contact, or person account you want to test with.
              • Context Variable actionCadenceStepTrackerId: Your agent uses Sales Engagement Cadences to orchestrate its outreach. This is the ID of the email cadence step tracker associated with the lead, contact or person account record. In Testing Center, use the dummy ID 8HF000000000000.
              • Context Variable currentObjectApiName: the name of the object you are testing. Valid values are Lead and Contact. To test with person accounts, use Contact.

              Fill the rows of your CSV file according to these guidelines.

              Column NAME Different values Per Row? Input Value Details
              Utterance No Draft an initial outreach email to a lead. Do not schedule the email. Your response should be a text-formatted email and not JSON. Update to contact or person account if needed.
              Expected Subagent No Send Outreach  
              Expected Actions No ['DraftInitialOutreachEmail']  
              Expected Response No An initial outreach email is successfully drafted.  
              Context Variable OrchestrationStage (Email Scenario) No Intro  
              Context Variable currentRecordId Yes A valid record ID For intro email testing, this is the only column that will contain different values per row. The record ID appears in the URL of the record detail page.
              Context Variable actionCadenceStepTrackerId No 8HF000000000000 This is a dummy value used for testing.
              Context Variable currentObjectApiName No Lead or Contact To test person accounts, use Contact.
              Here’s an example of a valid CSV file for testing intro emails to leads.An example CSV file for batch testing SDR intro emails.
            8. On the Test Data screen, click Upload Files. Choose the CSV file you created and click Open. When the upload is complete, click Done.
            9. On the Evaluations screen, a list of the available output quality evaluations appears. Choose the evaluations you want to see for the generated output. Then click Save & Run.
              Your new test appears in the Tests list in Testing Center.
            10. To run your test, click the test name in the Tests list.

            The agent generates an introductory email to each of the prospects using the parameters in your CSV file. The generated output and evaluations appear in the Test Results list. Because you aren’t actually sending the generated email during testing, email scheduling errors can appear in the results. You can ignore these errors.

            Check the results to see if the generated emails meet your business requirements.

             
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