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            Turn On Lead Nurturing

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            Turn On Lead Nurturing

            Agentforce Lead Nurturing performs sales outreach tasks automatically in your organization. The first part of setting it up is to turn it on and enabling several supporting features it uses to do its work. Agentforce turns on the additional features automatically.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
            User Permissions Needed
            To set up Agentforce Lead Nurturing: 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. From Salesforce Go, on the Agentforce for Sales tile, click Set Up.
            2. On the Agentforce for Sales page, turn on Agentforce for Sales.
            3. Expand the Lead Nurturing section of the page.
            4. Turn on Lead Nurturing.
              Agentforce automatically turns on these supporting features.
              • Sales Engagement
              • Automated Actions
              • Einstein Activity Capture
              • Email Productivity

              Agentforce also assigns you, the current user, the Configure Agentforce SDR Agent permission so that you can continue setting up your agent.

            Now that Agentforce Lead Nurturing is on, proceed to assign Agentforce permissions for your users.

             
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