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Send an Email from a Task in Agentforce Operations
Configure a task to send an email to one or more recipients directly from a running workflow.
Required Editions
| License Required |
|---|
This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license. To purchase an Agentforce Operations license, contact your Salesforce account executive. |
| Role or Access Needed | |
|---|---|
| To create a blueprint from scratch, using AI, or by importing a .rex file in Agentforce Operations: | Admin role or Creator role |
To create a blueprint by importing a .docx file in Agentforce Operations: |
Admin role |
| To publish a blueprint in Agentforce Operations: | Admin role or Publisher role with View access for the blueprint |
| To edit a blueprint in Agentforce Operations: | Admin role, Creator role, or a user with Edit access for the blueprint |
Use an email task to notify people outside your workflow. For example, send a status update to a stakeholder or a request to an external party. Recipients can be anyone, not just Agentforce Operations users. You can personalize the email by using field values from the workflow.
- Create a blueprint or edit an existing blueprint.
- In the blueprint, in a stage, click + Automation and select Email.
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Enter a task name.
Use a clear name that describes the email, such as Email manager about change.
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For Start, select when the email sends.
- To send the email when the stage starts, select When the stage starts.
- To send the email after another task in the stage ends, select After another task ends. Then select the task to complete before the email sends.
- To send the email on a specific date, select On a specific date. Then click the calendar icon or enter numbers for month, day, and year.
- For To, enter the recipient email addresses or select people, roles, or teams.
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For Subject, enter a subject line for the email.
To include a field value in the subject, type @ followed by the field name. The field's value replaces the merge field when the workflow runs. Field names and their values are visible to anyone with access to the task.
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For Body, enter the email body.
To include a field value in the body, type @ followed by the field name. The field's value replaces the merge field when the workflow runs. Field names and their values are visible to anyone with access to the task.
- Click Add.
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