You are here:
Batch Test Lead Nurturing Introductory Emails with Modular Actions in the Testing Center
To see how your Lead Nurturing agent generates initial emails to prospects at scale by using the prospect record details and the Draft Initial Outreach Email prompt template action, use Testing Center.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales. |
| User Permissions Needed | |
|---|---|
| To set up and test Agentforce Lead Nurturing: | Configure Agentforce SDR Agent |
Agents created after October 27, 2025 by using the guided configuration process in Setup use six modular subagents. Use these steps if your agent shows 6 modular sub agents in Agent Builder.
In the Testing Center, set test conditions, upload a CSV file, and view the resulting intro emails.
- In Setup, enter Testing Center in the Quick Find box. Then click Testing Center.
- Click New Test.
- Give your test a name and select the Agentforce Lead Nurturing agent as the agent to test. Add a description for your test if you want. Click Next.
- On the Test Conditions page, click Include context variables. Context variables define the conditions for your testing scenario, such as whether you’re testing leads, contacts, or person accounts, intro emails or nudges, etc.
-
From the list of context variables, select the variables needed for your test. Then
click Next.
For testing intro emails, select these variables:
- On the Test Data tab, Upload Test Cases (.csv) is selected by default. Use this option to create and upload a CSV file. Click Template to download a CSV file containing the columns you need for your test. Fill in only the columns needed for testing intro emails.
-
Open the template CSV file in a spreadsheet editor like Microsoft Excel or Google
Sheets. Delete the placeholder data beginning on row two. Then populate the rows with the
lead, contact, or person account records and the associated context values that define
your intro email testing scenario.
For intro emails, the CSV file includes these columns.
- Utterance: the request sent to the LLM to initiate drafting the intro email.
- Expected Subagent: the subagent used to draft the email.
- Expected Actions: the agent action used to draft the email.
- Expected Response: the type of response requested from the agent.
- Context Variable OrchestrationStage: the email testing scenario. In this case the scenario is Intro.
- Context Variable currentObjectApiName: the name of the object you’re testing. Valid values are Lead and Contact. To test with person accounts, use Contact.
- Context Variable currentRecordId: This is a 15-digit record ID of the lead, contact, or person account you want to test with. Use the first 15 digits of the ID found in the record’s URL.
- Context Variable $Context.ContactId: This is a 15-digit record ID of the lead, contact, or person account you want to test with. Use the same value as the currentRecordId.
- Context Variable emailBody: the body of the email the agent will reply to. Use only for testing reply emails.
- Context Variable isFinalMessage: indicates whether a nudge email should be considered the last email to be sent to the prospect. Use a value of TRUE only for testing final nudge emails.
- Context Variable EndUserId: the 18-digit ID of the agent’s user record.
- Context Variable actionCadenceStepTrackerId: Your agent uses Sales Engagement Cadences to orchestrate its outreach. This is the ID of the email cadence step tracker associated with the lead, contact, or person account record. In Testing Center, use the dummy ID 8HF000000000000.
Fill the rows of your CSV file according to these guidelines.
Here’s an example of a valid CSV file for testing intro emails to leads.Column NAME Different values Per Row? Input Value Details Utterance No Draft an initial outreach email. Expected Subagent No sales_sdr_agent_InitialOutreach Expected Actions No ['GetRecordDetails'] Expected Response No An initial outreach email is successfully drafted. Context Variable OrchestrationStage (Email Scenario) No Intro Context Variable currentObjectApiName No Lead or Contact To test person accounts, use Contact. Context Variable currentRecordId Yes A valid 15-digit record ID For intro email testing, this column will contain different values per row. The record ID appears in the URL of the record detail page. Use only the first 15 digits. Context Variable $Context.ContactId Yes The ID of the prospect record. This is the same value as the currentRecordId. Context Variable emailBody No The body of the previous email sent by the agent to the prospect. Not used for testing intro emails. Context Variable isFinalMessage No False Use a value of False for testing intro emails. Context Variable EndUserId No The ID of the prospect owner’s user record. Context Variable actionCadenceStepTrackerId No 8HF000000000000 This is a dummy value used for testing. 
- On the Test Data page, click Upload Files. Select the CSV file that you created and click Open. When the upload is complete, click Done.
-
On the Evaluations page, a list of the available output quality evaluations appears.
Select the evaluations that you want to see for the generated output. Then click
Save & Run.
Your new test appears in the Tests list in the Testing Center.
- To run your test, click the test name in the Tests list.
The agent generates an introductory email to each of the prospects by using the parameters in your CSV file. The generated output and evaluations appear in the Test Results list. Because you aren’t actually sending the generated email during testing, email scheduling errors can appear in the results. You can ignore these errors.
Check the results to see if the generated emails meet your business requirements.
Did this article solve your issue?
Let us know so we can improve!
