Loading
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          AI Agent for Distribution List Management

          AI Agent for Distribution List Management

          Distribution List Assistance is a conversational specialized AI agent that helps employees manage corporate communication channels and collaboration platforms. Use this agent to provision Slack and Teams workspaces, set up Email distribution lists, manage shared mailboxes, and update group ownership. This agent streamlines communication infrastructure management.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

          Service Catalog Items

          This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

          • Request New Email Account
          • Request Distribution List Membership Update
          • Request New Teams Workspace
          • Change Group or Team Owner
          • Request New Email Account (with Microsoft Entra ID)
          • Create New Collaboration Space
          • Request a New Distribution List or Group
          • Request Shared Mailbox

          Agent Actions

          These actions run automatically during your conversation with the specialized agent.

          • Answer Questions with Knowledge
          • Get Eligible Service Catalog Items
          • Execute Service Catalog Item Flow
          • Get Product Launch Card
          • Create Incident For Employee
          Example
          Example

          Creating a distribution list for a new project team

          Scenario: Rachel is leading a new project and needs to create a distribution list for her 15 people team.

          • Rachel: I need to create a distribution list for my new project called "Phoenix Initiative". Can you set that up?
          • AI Agent: I can create that distribution list for you. To confirm before I proceed, do you want the email address to be phoenix-initiative@company.com, and would you like to provide the list of team members now?
          • Rachel: Yes, that email address works. I'll send you the list of 15 team members.
          • AI Agent: The distribution list phoenix-initiative@company.com has been created with your 15 team members. You've been set as the list owner, so you can add or remove members anytime. The list is active and ready to use immediately.
           
          Loading
          Salesforce Help | Article