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            Testing Lead Nurturing Introductory Emails in Agentforce Builder

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            Testing Lead Nurturing Introductory Emails in Agentforce Builder

            To see how your Lead Nurturing agent generates initial emails to prospects using the prospect record details and the Draft Initial Outreach Email prompt template, use the Preview panel in Agentforce Builder.

            Required Editions

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

            In Agentforce Builder, enter testing scenario values, an utterance in the chat window, and view the resulting intro email.

            1. In Setup, enter Agents in the Quick Find box. Then click Agentforce Agents.
            2. In the agent list, click Einstein Lead Nurturing.
            3. On the Agent Details page, click Open in Builder.
            4. On the Subagents tab, click the Send Outreach subagent, then click the This Subagent’s Actions tab.
            5. Click the Sales SDR: Draft Initial Outreach Email action. This is the action you are going to test.
            6. Click the Preview As button.
            7. In the Preview As panel, fill the fields according to what you want to test.
              1. For Email Scenario, choose Intro Email.
              2. For Record, choose the lead, contact, or person account record you want to test with. This is the prospect the SDR agent will use to customize its email.
              3. When testing intro emails, leave the Email Body field blank.
              4. For the Record Owner’s Inbox Enabled field, choose whether you want to test as if the record owner has Inbox turned on or not.
              5. When testing intro emails, leave the Agent’s Last Nudge Stage field blank.
            8. To close the Preview Conditions panel, click the Back button.
            9. In the Chat box, enter one of these utterances, depending on which type of prospect you’re testing.
              • Draft an Initial Outreach Email to a lead. Do not schedule the email. Your response should be a text-formatted email and not JSON.
              • Draft an Initial Outreach Email to a contact. Do not schedule the email. Your response should be a text-formatted email and not JSON.
              • Draft an Initial Outreach Email to a person account. Do not schedule the email. Your response should be a text-formatted email and not JSON.

              Enter the utterance exactly as written. Because you’re only testing email generation, you don’t want the agent to send the email.

            10. Click Send.

            The agent generates an introductory email to the prospect using the parameters you entered. Agent Builder shows you the processing performed by the agent while generating the email. Because you aren’t actually sending the generated email during testing, an email scheduling error appears. You can ignore this error.

            The email subject and body appear in the Output panel of the Sales SDR: Draft Initial Outreach Email action. Check the email to see if it meets your business requirements.

             
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