You are here:
Considerations for Einstein Generative AI Sales Emails
Sales Emails lets your team use Einstein generative AI to create personalized and contextualized emails to send to your contacts and leads. But whether you’re an admin setting things or a sales rep powering through your day, keep these considerations in mind.
Required Editions
| Available in: Lightning Experience |
| Available with the Einstein for Sales add-on, which is available for an extra cost in Performance and Unlimited Editions. |
General
- Field-level security is enforced. If users don’t have access to a field used for email grounding, then that field data isn’t used. The sales rep sees a placeholder to customize as needed.
- Sales Emails isn’t available in Government Cloud.
- Sales Emails is available in Salesforce Sites for users with the appropriate permissions.
- If Einstein Activity Capture is on, emails created with Einstein are captured and tracked like other emails, according to your settings.
- If you have Inbox, your users need the permissions for Inbox in addition to the Sales Emails permissions.
- You can generate up to 2,000 emails per hour per org, calculated on a rolling basis. If the limit is reached, the Draft with Einstein button isn’t available and users see an error message.
Drafting Emails
- You can use Einstein generative AI to draft emails when these conditions are met.
- At least one recipient is listed in the To field. If you enter more than one recipient, Salesforce drafts an email for the first person in the recipient list that matches to a contact or lead record.
- The recipient must have a lead or contact record in Salesforce.
- Sales Emails supports drafting content for new emails. Replying to or forwarding an email isn’t supported.
- Einstein adds the output to the contents in the email composer.
- Einstein writes an email subject and replaces any text in the subject line. Each time you regenerate an email, the subject line is updated.
- Drafts must be reviewed and customized before you send them. The output can contain
placeholders for missing or incomplete information.
- If a field used for email context isn’t filled out in Salesforce, or if the user doesn’t have permission to access the field, then the draft output contains a placeholder. For example, if the Industry field is blank, the output sentence can look like this: “As someone in the [Customize: INDUSTRY] industry, I understand the unique challenges and opportunities.”
- The draft output contains some portions for you to customize, such as to add specific meeting times or products. For example, the Send a Meeting Invite output can contain placeholders such as [Customize: DATE AND TIME].
- Some email types require certain information, such as a company name. If the data isn’t available in Salesforce, you don’t see the email type in the dropdown.
- Prompt Builder supports these languages for generative responses.
- English
- French
- German
- Italian
- Japanese
- Spanish
Did this article solve your issue?
Let us know so we can improve!
