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Cannot Migrate Existing SDR Agent to New Agentforce Lead Nurturing Agent Framework

Fecha de publicación: Aug 6, 2026
Descripción
Customers who set up an SDR Agent using the legacy prompt-template-based framework may attempt to access or modify their existing agent within the new Agentforce Lead Nurturing configuration. However, the legacy agent is not accessible in the new Agent configuration UI, and no option to create a new version based on the existing agent is available.

This is because the new Agentforce Lead Nurturing (SDR) Agent has been completely re-architected. The key differences are:

  • Legacy Design: Used two broad Prompt Templates (e.g., "Send Outreach", "Respond to Prospect") with complex instructions packed into a single block. Customizing behavior required editing large, monolithic prompt text, making changes difficult and error-prone.
  • New Design: Uses a modular Subagents & Tools architecture (formerly referred to as Topics & Actions) with 6 discrete Subagents — each with dedicated Triggers, Tools, and Goals. This enables granular control, independent editing per subagent, cleaner analytics, and unlocks future AI capabilities.


Because of this fundamental architectural shift, legacy prompt template customizations cannot be automatically or manually ported to the new design. See Resolution for guidance on reusing existing Prompt Templates.
Solución
There is no supported migration path from the legacy SDR Agent to the new framework. The recommended path is to create a new SDR Agent from scratch using the Guided Configuration wizard.

Navigate to:
Setup → Lead Nurturing → Build and Manage Agent → Create a New SDR Agent

Follow these steps during Guided Configuration:

Step 1: Connect Email Account
Connect the agent's email provider (Gmail or Office 365) and enable the email feature toggle.

Step 2: Create Agent User
Create a dedicated Agentforce user record with the correct Name, Email, and permissions.

Step 3: Enable Feature
Turn on the Lead Nurturing feature toggle in Setup.

Step 4: Configure Core Details
Define the following:
  • Agent Name
  • Company Language (default: English)
  • Primary Value Proposition (elevator pitch)
  • Key Selling Points / Achievements
  • Data Library — upload knowledge files such as FAQs, product guides, and case studies (used by the agent for RAG-based responses)


Step 5: Configure Voice, Tone & AI Settings
  • AI Disclosure: Toggle to ensure every outbound email automatically includes the required AI disclosure message.
  • Agent Opt-Out: Ensures compliance by honoring unsubscribe requests when a prospect replies "Stop", "Unsubscribe", or similar.
  • Set conversation tone (Casual or Professional).


Step 6: Define Engagement Rules
Configure when the agent should engage:
  • Lead Source
  • Web Status
  • Assign prospects via List Views or Flows (Leads, Contacts, or Person Accounts)


Step 7: Review & Activate
Review all configurations on the summary screen and activate the agent.

Note on Prompt Templates: Existing Prompt Templates can be reused in the new framework. The recommended approach is to keep them lightweight and generic — move email generation logic and behavior-specific instructions into the individual Subagent (Topic) instructions. Avoid copy-pasting large, monolithic legacy prompt blocks directly into subagent instructions as this can cause incorrect behavior.
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