Earlier, whenever we wanted to email the customer, we needed to create an email template according to the subject and the email body. Then, we were able to send an email to the customer.
Nowadays, Agentforce makes this task very simple. We only need to provide the details and prompt the agent why we want to send an email. After that, the agent automatically creates the subject and the email body for you and sends the email to a particular customer. In this tutorial, we will learn about how to build sales email prompt template in Salesforce Agentforce.
Build Sales Email Prompt Template in Salesforce Agentforce
A sales email prompt template generates email content bound to Salesforce data and is used to generate email content for sales reps, such as an email to a contact or a lead. Once these prompt templates are activated, they start showing on the out-of-box draft and email quick action that you would have seen on a record detail page, where we can log a call, create a task, and draft an email.
For example, a rep wants to send an email to a contact or lead. Salesforce has an email quick action available on contact or account record pages, where a rep can quickly write an email and send it to the users.
Now, to help them write these emails quickly, we can create predefined prompt templates that they can use using this feature called Draft with Einstein. When they click on this, they should be able to access all the predefined email templates created by the admins of that org.
Enable Draft With Einstein Feature on Send Email Quick Action in Salesforce
To enable this draft with the Einstein button on an email, quick action, we have to perform some activities. In the below step, I have explained the steps to enable the Einstein button.
Note: The sales email template we use to practice prompt templates is unavailable in the Salesforce trial org. The reason is that to use the sales email prompt template, the org should have the Einstein for sales feature enabled, and unfortunately, that is not available in the trial org.1. Enable Einstein For Sales in Salesforce
So, there, you will start seeing an option to generate the email through the prompt template that we have configured. The trial org that we are using to learn Einstein studio does not have a sales email prompt template.
For that, go to Setup -> Quick Find ‘Einstein For Sales this. First, we need to turn on the Sales Email by clicking on the toggle button.
By doing so, the draft for email functionality will be available to the users to use, and also, a new prompt template, which is the sales email prompt template, will be available while creating prompt templates.
The second option we have is to Add an Email Prompt Instruction. Using the prompt template, we can create predefined templates. But if we want agents or reps to write the instruction on the go, which means that they want to write their own instruction instead of using the predefined instruction, we can turn on this feature and add an email prompt instruction.