Edit, Reschedule, or Cancel a Lead Nurturing Agent Email
To stop a Lead Nurturing agent from engaging with a specific prospect that you own, go to
the Activity Timeline on the prospect record. Then choose Cancel Agent Outreach next to the next
scheduled Lead Nurturing agent email.
Required Editions
Available in: Lightning Experience in Enterprise, Performance, and
Unlimited editions with Sales and Einstein for Sales.
User Permissions Needed
To edit or reschedule an Agentforce Lead Nurturing email to a prospect:
Use Agentforce SDR App
AND
Sales Engagement User
OR
Sales Engagement
Cadence Creator
AND
Ownership of the prospect
OR
Configure
Agentforce SDR App
To cancel an Agentforce Lead Nurturing email to a prospect:
Use Agentforce SDR App
AND
Ownership of the prospect
OR
Configure
Agentforce SDR App
To deactivate an Agentforce Lead Nurturing agent:
Configure Agentforce SDR App
To edit a scheduled email, go to the Activity Timeline for the prospect and choose
Edit from the Action menu next to the email.
To reschedule a Lead
Nurturing agent email, go to the Activity Timeline for the prospect and choose
Change Date from the Action menu next to the email.
To cancel
all Lead Nurturing agent outreach, your manager or Salesforce administrator can deactivate
the Lead Nurturing agent in Agentforce Builder.
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