Sales Email prompt templates
Key Takeaway
An admin builds a Sales Email prompt template once in Prompt Builder. Reps run it by picking it as a custom email type in the email composer on a contact or lead record. Reps can do this only when Sales Emails is turned on and they have the "Einstein Sales Emails" permission set.
A Sales Email prompt template is a Prompt Builder template type that drafts a personalized email to a contact or lead. The template uses Salesforce data to tailor the content of each draft. One template can be reused across different products and customers, so reps can send targeted emails at scale without writing each one from scratch.
Prompt template types
Each Prompt Builder template type fits a different job. Here is how three of the types compare:
- Sales Email drafts a personalized email for a contact or a lead.
- Field Generation fills a field on a Lightning record page with an LLM-written summary or description.
- Flex takes a variable number of inputs of different object types, such as product and campaign objects for a newsletter.