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            Sales | Lead Nurturing | Schedule Email

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            Sales | Lead Nurturing | Schedule Email

            Schedule an email to be sent by the agent at the time specified by the agent settings.

            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 ScheduleEmail
            Reference Action Type Standard Action
            Reference Action scheduleEmail
            Does this action execute one or more prompt templates? No
            Required Setup Set Up Agentforce Lead Nuturing

            SDR Agent: Schedule Email

            This action schedules an email using information about the Action Cadence Step Tracker Id of the recipient's current cadence step, the email being scheduled, the type of email (intro, nudge, or reply), and whether the lead owner should be copied on the email.

            Considerations

            Removing this action will break SDR agent's ability to schedule and send emails to new and updated leads.

             
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