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            Agentforce Lead Nurturing

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            Agentforce Lead Nurturing

            Scale your sales team, accelerate growth, and maximize your pipeline by nurturing prospects 24/7 with an AI-powered sales agent to nurture your prospects. Agentforce Lead Nurturing works new or updated leads, contacts, and person accounts automatically, sending customized intro emails to each prospect, responding to replies, and connecting qualified leads with sales reps.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
            Tip
            Tip This feature has access to Digital Wallet, a free account management tool that offers near real-time consumption data for enabled products across your active contracts. Access Digital Wallet and start tracking your org's usage. To learn more, see About Digital Wallet.
            Note
            Note The Agentforce SDR name has changed to Agentforce Lead Nurturing. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.
            Note
            Note

            As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

            For a video overview of Agentforce Lead Nurturing, see Scale Your Sales Funnel with Agentforce SDR.

            • Learn About and Implement Agentforce Lead Nurturing
              Whether you’re setting up an agent for the first time or simply wanting to know more about Agentforce Lead Nurturing, this learning map offers a clear path toward success. Consider bookmarking this page.
            • Agentforce Lead Nurturing Overview
              Built on the Salesforce trusted AI platform, Agentforce Lead Nurturing is an autonomous agent that helps you scale your top of funnel efforts, streamline prospect qualification, and generate pipeline around the clock. By handling initial outreach, Agentforce Lead Nurturing gives sales reps more time to nurture relationships.
            • Lead Nurturing Agent Permission Sets
              Agentforce Lead Nurturing includes multiple permission sets you can assign based on a user’s role and responsibilities. The permission sets include individual user permissions and object permissions.
            • Considerations for Using Agentforce Lead Nurturing
              Keep in mind some considerations when using Agentforce Lead Nurturing.
            • Ethical Guidance for Agentforce Lead Nurturing
              Keep ethical considerations in mind when setting up and using Agentforce Lead Nurturing.
            • Set Up Agentforce Lead Nurturing
              Learn about the configuration steps that enable your Lead Nurturing agent.
            • Work with Your Lead Nurturing Agent
              In addition to the Agentforce Lead Nurturing Engagement Rules in Agentforce Builder, sales reps and managers can send leads, contacts, and person accounts to the agent manually or with automated actions.
            • Monitor Lead Nurturing Agent Activity
              Lead Nurturing Agent activity metrics are available in the Control Center and in Tableau. Control Center provides essential statistics including Records Assigned, In Progress, Opted Out, Meeting Booked, and more. The Agentforce Analytics Lead Nurturing dashboard takes advantage of Data 360 and Tableau to provide additional metrics and let you dive deeper into the numbers that matter most to your business.
            • Customize and Test Agentforce Lead Nurturing
              You can customize your Lead Nurturing agent behavior by editing its Agentforce Builder settings, the included prompt templates, or the Opt Out Lead action.
             
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