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            Review, Edit, and Approve Agent Emails

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            Review, Edit, and Approve Agent Emails

            When a Lead Nurturing agent is set up with Review Before Send turned on, it puts each generated email into a queue for review by the prospect owner. Emails waiting for review appear in the Activity Timeline on prospect records and in the Lead Nurturing Control Center. Agent managers (users with the Configure Agentforce SDR App permission) can also approve emails queued for review.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
            User Permissions Needed
            To review, edit, or approve 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

            Watch the video to see how to review, edit, and approve agent emails.

            Review emails in the Activity Timeline

            To review emails in a prospect’s Activity Timeline, open the lead, contact, or person account record and view the Timeline. Emails that are generated and waiting for review appear in the Timeline.

            To view the content and details of an email, click to expand it. To make changes, click Edit. To send the email as-is, click Approve.

            Edit and approve agent emails in the Activity Timeline.

            Review emails in the Lead Nurturing Control Center

            To see a list of emails awaiting review in the Control Center, click the Needs Review total.

            To approve, edit, or cancel an email, click the Action menu next to the email and choose Review Email.

            View, edit, and approve agent emails in the Control Center.

             
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