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            Sales | Lead Nurturing | Draft Nudge Email

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            Sales | Lead Nurturing | Draft Nudge Email

            Drafts a follow-up email to a lead who has not yet replied to an earlier email.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
            User Permissions Needed
            To use Agentforce SDR Use Agentforce SDR Agent App
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name DraftNudgeEmail
            Reference Action Type Standard Action
            Reference Action Follow up Agentforce SDR Email
            Does this action execute one or more prompt templates? Yes
            Required Setup Set Up Agentforce Lead Nuturing

            SDR Agent: Draft Nudge Email

            This action calls the Follow up Agentforce SDR Email prompt template. This prompt template provides SDR agent with the context it needs via CRM data from the lead record in order to generate a personalized email to the lead. The prompt template also includes information about the lead's previous email reply, and whether the lead owner has Inbox enabled.

            Considerations

            Removing this action will break SDR agent's ability to draft follow-up emails to new and updated leads.

             
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