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Agenforce: SDR agent is not engaging with the lead

公開日: Oct 10, 2025
説明

When customer set up an Agentforce SDR with the necessary engagement rules for Leads. However, when Leads are created or updated, the engagement rules fail to trigger. 

  1. Enable Agentforce SDR

  2. Add engagement rules to the Lead object, configured for create/update events

  3. Include the 'SendOutreach' topic, save the agent, and activate it

  4. Create a Lead record—but no email draft appears in the activity timeline

解決策

Run below SOQL to check the engagement rule status.

select fields(standard) from automatedaction where RuleType='SdrAgent'

If the rule is inactive, the rule needed to be deleted and then recreated to have the rule be re-activated. 

ナレッジ記事番号

005131361

 
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Salesforce Help | Article