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            Use Einstein and Personal Email Instructions to Draft a Sales Email

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            Use Einstein and Personal Email Instructions to Draft a Sales Email

            Use your own instructions with Einstein generative AI to draft your sales emails. Like email templates, Einstein pulls in a contact’s name and information to customize your sales email. But unlike a static template, Einstein creates unique, personalized output every time.

            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 send sales emails using Einstein generative AI: Einstein Sales Emails permission set

            To use this feature, ensure that Add Email Prompt Instructions is enabled.

            1. Create emails in Salesforce and in Salesforce email integrations for Outlook and Gmail.
              • In Salesforce, open the email composer anywhere in Lightning Experience.
              • In Gmail or Outlook integrations, locate the Einstein Sales Emails component in the email application pane.
            2. Enter a recipient with a contact or lead record in Salesforce.
            3. Click Draft with Einstein.
              The Draft with Einstein button
            4. Enter instructions and click Draft Email. A proposed draft email appears for you to review.
            5. Revise the content or use it as-is to send an email.
            6. Revise the draft by altering the email instructions, choosing from pre-made instructions, or selecting from the adjustment choices.
              Revise a draft email with generative AI.

              Each time you choose a revision, you get a personalized response.

            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.
             
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