Build Sales Email Prompt Template in Salesforce Agentforce : Bijay Kumar

April 01, 2025 April 01, 2025

Build Sales Email Prompt Template in Salesforce Agentforce
by: Bijay Kumar
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### Summary of the Content The content explains how to simplify the process of sending sales emails using Salesforce Agentforce. Previously, users had to create email templates manually, but now they can use a feature called "Draft with Einstein" to automatically generate email content based on provided details. This guide outlines how to build a sales email prompt template that helps sales representatives quickly send emails to contacts or leads. ### Key Details 1. **Old Process**: Previously, creating an email required manually setting up templates for the subject and body. 2. **New Process**: With Agentforce, users only need to provide basic details, and the system generates the email content automatically. 3. **Sales Email Prompt Template**: This feature allows sales reps to create predefined email templates that pull data from Salesforce records, making it easier to send targeted emails. 4. **Enabling Features**: - To use the Draft with Einstein feature, users must enable "Einstein for Sales" in Salesforce settings. - Users can also add custom instructions for email prompts. 5. **Creating a Template**: The process includes selecting the type of prompt, naming it, and specifying the recipient and related product information. 6. **Using the Template**: Once created, the sales email prompt template can be accessed through the contact record, allowing reps to quickly draft and send emails. 7. **Integration with Apex**: The sales email template can also be invoked through Apex classes, providing flexibility in how emails are generated. ### Additional Context Salesforce Agentforce is a powerful tool designed to enhance productivity for sales teams by automating routine tasks. The integration of AI through Einstein allows for smarter workflows, enabling sales reps to focus more on customer engagement rather than administrative tasks. ### Hashtags for SEO #Salesforce #Agentforce #EmailAutomation #EinsteinAI #SalesEmailTemplates #CRM #SalesProductivity #SalesforceTutorial #EmailMarketing #SalesTech

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.

So, if we enable the add email prompt instruction, then along with the predefined prompt templates, the agent can write their instructions in this box, and it can generate the email, or they can use the predefined prompt templates created in this org.

To get those prompt template agents, just search here. We have some standard prompt templates, again, sales email prompt templates, and we also have a custom prompt template.

2. Create Sales Email Prompt Template in Salesforce Agentforce

So, we want to build a sales email prompt template that will help the sales rep send an email containing information about a product if the sales rep wants to sell a new product to the customer.

So, if the rep wants to send an email about that product, we will create a sales email prompt template along with the product information.

Now, let’s create the prompt template. Go to Setup -> In Quick Find, search for the Prompt Builder -> This screen is very similar to our Einstein Copilot action screen.

To create a new prompt, click the New Prompt Template button.

Now, fill in the details for the new prompt template, as I explained below.

Prompt Template Type: We have four types of prompt templates. We need to select the type of template you want to create here. I have selected the Sales Email template.
Template Name: After that, provide the name of your template as per your requirement. The API Name will be automatically populated.
Description: Give the short intro about your prompt template.
Recipient: This could be a contact or a lead, and for this one, it is a contact and a custom object. So, in this prompt template, we can ground information about contacts or leads, which becomes the recipient where the email will be sent.

After that, click the Next button to proceed.

Build Sales Email Prompt Template in Salesforce Agentforce

The resources that come with this prompt template are the sender, which is basically the user recipient, who could be a contact or a lead. For this one, it is a contact and a custom object. So, the custom object data that we want to use in this sales email is a product.

Create Sales Email Prompt Template in Salesforce

In this email, we will be telling the customer about the product and why they should buy it. So the contact name can get from the recipient object which is passed to this prompt template.

So here we are saying that we should tell the customer about this product. To get the name of that product, we can use the field name. To get the description of that product, we can use the description field. Also, if we want to add additional information, such as warranty or pack size, all that can be added in the prompt template.

Also, if we want to add additional information, such as a warranty or pack size, we can do so in the prompt template.

Sales Email Prompt Template in Salesforce

In the preview section, we see this prompt template. After grounding the information, how does it look? We were told to write an email to send to the contacts to tell them about the product.

Here in the Recipients, which is the contact field, I have selected one contact and then, in the Related Record, selected one product about which I want to send an email to the selected contact.

You will see that it has grounded that information. The Email Template is now available here.

Now, to use this Sales Email prompt template in the email action, we need to save it. We saved it as Pitch Product. Then, activate the prompt template. After activating, this template will be used in the contact email activity.

Create Sales Email Prompt Template in Agentforce

3. Use Sales Email Prompt Template to Send an Email

Now, let’s navigate to the contact tab because we created a sales email prompt template for contacts. After that, select any contact to whom you want to send the email for product details.

After opening the record, make sure that the contact’s email field is not blank, and then click the Activity tab where we have the Email activity. After that, to select the custom email prompt builder that we created, click the Draft with Einsetin button.

After that, click on the Use pre-defined instruction search box, and there you will see the standard and custom prompt templates. So here, we need to select the sales email template that we created.

Custom Sales Email Prompt Template in Salesforce

After selecting the sales email template, we need to select the product so that product details will be added to the email template, and as you click on the Continue button to proceed to the second image, you can see the analyzing your request message is displayed.

After processing, you can see the Einstein agent has written an email for you with the contact and product details and whatever instruction we have given to write the email body in the prompt builder according to that agent will write the email for you.

Then click the Done button. If you want to add or remove something, you can customize it. Then click the Send button to email the contact.

We can invoke or execute the sales template from the draft and email feature. So the draft and email feature is available on the record detail page. As you click on that, you will get an option or a dropdown where you can select the prompt template that you have configured, and it should generate the draft email, which the agent can look at and change the content.

The sales email template can also be invoked via Apex classes, which are also exposed as rest API services. You pass the parameter, and they return the response to the calling application.

Conclusion

I hope you have gotten an idea about how to build sales email prompt template in Salesforce. In that, I have explained what a sales email template is, how to enable a draft with the Einstein feature, how to enable Einstein for sale, and how to use the created sales email prompt template to create the email in salesforce.

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