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            Manage Your Agent’s User Record and Email

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            Manage Your Agent’s User Record and Email

            An Agentforce Lead Nurturing agent operates like a regular user in your organization, but with special permissions. Lead Nurturing setup makes it easy to choose or create a user record. Agentforce then assigns it permissions, and sets up Einstein Activity Capture and email for it.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Lead Nurturing add-on.
            User Permissions Needed
            To set up an Lead Nurturing agent user record: Configure Agentforce SDR Agent
            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.
            1. On the Salesforce Go Agentforce for Sales page, in the Manage Agent’s User Record and Email section, click Manage.
            2. To use an existing user record for the agent, search for and select the user records and click Verify. To create a new user record for the agent, click New User from the list and fill in the details. Then click Verify.
              Agentforce sets the agent’s outreach hours to 24 hours a day, seven days a week. You can change this setting later in Agentforce Builder.
            3. Click Next.
            4. To connect an email account to the agent user record, confirm that you’ve read the terms and conditions and click Next.
            5. Click the Connect button for the email provider that your agent will use.
            6. Connect the email account you want the agent to use for sending outreach to prospects.
             
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