Draft Personalised Sales Emails Easily with Einstein
The Einstein Sales Emails feature helps sales reps swiftly create personalised and informed email content, improving efficiency and deal expansion. Using sales data, Einstein generates tailored emails for contacts and leads, known as grounding. Sales reps can draft emails like follow-ups or meeting invitations using predefined types or generative AI, which can include product information or related objects.
In short: Sales representatives can use Einstein Sales Emails to quickly draft messages, leveraging AI to enhance efficiency and expand deals.
This feature requires an Einstein for Sales license and is available in Lightning Experience for Performance and Unlimited editions.
N/B: Users need the Einstein Sales Emails permission set, to use in Gmail or Outlook, set up the respective integrations.How do I use this feature?
1. In Lightning Experience, use the email composer or the email application pane in Outlook/Gmail integrations.
2. Start creating an email and click “Draft with Einstein”.
3. Choose pre-made instructions or enter custom instructions.
4. If using Salesforce information, select the relevant product.
5. Review and edit the proposed draft email before sending.