Loading
Salesforce now sends email only from verified domains. Read More
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Sales | Lead Nurturing | Draft Meeting Request Email

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Sales | Lead Nurturing | Draft Meeting Request Email

            Drafts an email with a meeting invite to a lead who has expressed interest.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
            User Permissions Needed
            To use Agentforce SDR Use Agentforce SDR Agent App
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name DraftMeetingRequestEmail
            Reference Action Type Standard Action
            Reference Action Reply with Meeting Agentforce SDR Email
            Does this action execute one or more prompt templates? Yes
            Required Setup Set Up Agentforce Lead Nuturing

            SDR Agent: Draft Meeting Request Email

            This action calls the Reply with Meeting Agentforce SDR Email prompt template. This prompt template provides SDR agent with the context it needs via CRM data from the lead record in order to generate a personalized email to the lead. The prompt template also includes information about the lead's previous email reply, and whether the lead owner has Inbox enabled.

            Considerations

            Removing this action will break SDR agent's ability to draft meeting request emails to new and updated leads.

             
            Loading
            Salesforce Help | Article