You are here:
Understand How Einstein Generative AI Creates Sales Emails
Sales Emails lets busy sales reps to speed up and expand deals through personalized and informed content that buyers love. Einstein generative AI generates personalized emails for contacts and leads, and uses Einstein to personalize and contextualize the emails, a method known as grounding. Learn about email types, how your data is used, and how Salesforce tracks usage.
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. |
Sales Emails and Your Data
Sales Emails uses your Salesforce data to add context and personalization to the email types, a method known as grounding. To learn more about how Einstein generative AI keeps your data secure, see Einstein Trust Layer. For Sales Emails, this data provides email grounding.
| Object | Fields | What It Provides |
|---|---|---|
| Contact |
|
|
| Lead |
|
|
| User |
|
The sales rep’s name and company. |
Email Types
Sales reps can use these pre-made options to request a draft from Einstein generative AI. For partner users working in Experience Cloud, only the email types Introduce Myself, Nudge for Follow-Up, and Send a Meeting Invite are available.
| Email Type | Output | REQUIRED Actions |
|---|---|---|
| Check In | A brief email to say hello and ask how the recipient is doing | |
| Introduce Myself | An email that introduces the sales rep and suggests a brief meeting | Choose product record. |
| Nudge for Follow-Up | A follow-up to check in with the recipient and remind them of a previous email | Choose product record. |
| Reconnect | An email to ask how the recipient is doing, describe the benefits of working together, and suggest a brief meeting | Choose product record. |
| Send a Meeting Invite | An email to discuss the benefits of a product or service and to invite the recipient to a meeting | Choose product record. |
Reps can also use custom email types, created by an admin. An admin can add a related entity when creating a custom email type.
Troubleshooting Einstein and Sales Emails
Generative AI uses LLMs to generate the output. Because other organizations train LLMs, the output isn’t always what you expect. If the output doesn’t meet your expectations, you can generate a new output by starting over. The generated output from the previous attempt remains in the email composer and the new output is appended.
Credit Usage and Tracking
Sales Emails charges only for the activity you use. Learn how your sales reps interact with Einstein and track your usage against your subscription allowance. Only orgs with Sales Emails enabled and sales reps with the Einstein Sales Emails permission set can contribute to your credit usage.
For each Einstein generative AI feature, credit usage depends on the number of LLM requests, the size of the prompt, and the size of the generated outputs. For Sales Emails, a request is created each time a sales rep uses Einstein to draft an email. The exact credit usage depends on the size of the email output.
To learn more or get updates on your Sales Emails credit usage, contact your Salesforce account executive.
