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            Set Up Sales Emails

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            Set Up Sales Emails

            Get ready to add Einstein Sales Emails to your sales team’s toolbox. Turn on Sales Emails in Setup and then assign a permission set to your sales reps. If you use Gmail or Outlook email integrations, add the Einstein Sales Emails component to customized email application panes. Then your sales reps can use Einstein where they normally work.

            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.
            User Permissions Needed
            To set up Sales Emails: Customize Application and Manage Users

            Watch a demo.

            Tip
            Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
            1. Turn on Sales Emails.
              1. From Setup, enter Einstein for in the Quick Find box, then select Einstein for Sales.
              2. Turn on Sales Emails. It can take a few minutes before it’s ready to use.
              After Sales Emails is enabled, the Einstein Sales Emails user permission, permission set, and Lightning component are available.
              Einstein for Sales setup page
            2. Assign the Einstein Sales Emails permission set to your users.
            3. Optional: Customize email application pane layouts for the Outlook and Gmail email integrations.
              When you use Salesforce email integrations for Outlook or Gmail, the Einstein Sales Emails component is automatically added to the default layout for the email application pane. If you customized the email application pane, add the component to your layout.
              1. From Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Expand the section Let users access Salesforce records from Gmail. Under Email Application Panes, edit your custom layouts.
              2. Drag the Einstein Sales Emails component onto the layout.
              3. Repeat these steps for Outlook on the Outlook Integration and Sync page in Setup.
              The Einstein Sales Emails component in the app builder.

            Now that you have things set up, give it a try to see how Einstein can write your next sales email.

            Important
            Important This tool uses generative AI, which is known to include inaccurate or harmful responses. Before sharing externally, review the output for accuracy and safety. You assume responsibility for the output when sharing.

            See Also

             
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