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Work with Your Lead Nurturing Agent
In addition to the 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.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Lead Nurturing add-on. |
- How a Lead Nurturing Agent Processes Prospects
Prospects can be assigned to the agent in three ways–when the prospect assignment criteria set within the Engagement Rules in Agentforce Builder are met, by an automated action, or when a sales rep sends a prospect to the agent. The agent takes the prospect through a flexible set of engagement steps. The specific steps taken depend on how the prospect responds. When a prospect is sent to the agent, the record owner doesn't change. - Assign Prospects to a Lead Nurturing Agent Manually
In addition to using assignment rules in the Lead Nurturing agent settings in Agentforce Builder and automated actions, you can assign prospects you own to the SDR agent manually. - Assign Prospects to a Lead Nurturing Agent with Automated Actions
Sales users can assign prospects to a Lead Nurturing agent with automated actions. Sales reps can create automated actions for prospects that they own and managers can create actions for prospects that any of their team members own. - Review, Edit, and Approve Agent Emails
When a Lead Nurturing agent is set up with Review Before Send turned on, it puts each generated email into a queue for review by the prospect owner or their manager. If Send as Seller is also turned on for the agent, only the record owner can approve emails sent on their behalf. Emails waiting for review appear in the Activity Timeline on prospect records and in the Lead Nurturing Control Center. - 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. - Troubleshoot Agentforce Lead Nurturing Email
When a Lead Nurturing agent generates and schedules emails, errors can occur under certain conditions. When an error occurs, the agent cancels all outreach to the prospect and an error appears in the prospect’s Activity Timeline. - Reconnect a Lead Nurturing Agent Email Account
Resolve sales agent email connection errors by disconnecting and reconnecting the agent’s email account in Agentforce Builder.
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