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Edit, Reschedule, or Cancel a Lead Nurturing Agent Email

Edit, Reschedule, or Cancel a Lead Nurturing Agent Email

To stop a Lead Nurturing agent from engaging with a specific prospect that you own, go to the Activity Timeline on the prospect record. Then choose Cancel Agent Outreach next to the next scheduled Lead Nurturing agent email. 

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
User Permissions Needed
To edit or reschedule an Agentforce Lead Nurturing email to a prospect:

Use Agentforce SDR App

AND

Sales Engagement User

OR

Sales Engagement Cadence Creator

AND

Ownership of the prospect

OR

Configure Agentforce SDR App

To cancel an Agentforce Lead Nurturing email to a prospect:

Use Agentforce SDR App

AND

Ownership of the prospect

OR

Configure Agentforce SDR App

To deactivate an Agentforce Lead Nurturing agent: Configure Agentforce SDR App

To edit a scheduled email, go to the Activity Timeline for the prospect and choose Edit from the Action menu next to the email.

To reschedule a Lead Nurturing agent email, go to the Activity Timeline for the prospect and choose Change Date from the Action menu next to the email.

To cancel all Lead Nurturing agent outreach, your manager or Salesforce administrator can deactivate the Lead Nurturing agent in Agentforce Builder.

 
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