Hi everyone,
I’m working with Prompt Builder and trying to create an email prompt, but I’m unable to find the “Email Sales” option in the available prompt template types.
I have already enabled Einstein for Sales in my Salesforce org, but the Email Sales option is still not appearing in Prompt Builder.
Could someone please help me understand:
- Is there any additional setup or permission required to enable Email Sales in Prompt Builder?
- Are there any specific licenses or user permissions required?
- Is there any other Salesforce feature that needs to be enabled for this option to appear?
I would appreciate any guidance or suggestions on how to resolve this issue.
Thanks in advance!
#Agentforce
The Sales Email template type is gated by a separate toggle, a license, and a permission set. I haven't checked your org, so these are in rough order of likelihood.
- Sales Emails toggle. In Setup, go to Einstein for Sales and set Turn on Sales Emails to True. This is separate from enabling Einstein generative AI as a whole. A Trailhead user in the same situation saw only Field Generation, Flex, and Record Summary until this was addressed. Their reply thread suggests the toggle was the first thing to check. salesforce salesforce
- License. Salesforce's help docs say the feature is available with the Einstein for Sales add-on, which is available for an extra cost in Performance and Unlimited Editions. A Trailhead module also lists the Einstein for Sales, Einstein for Platform, or Einstein for Service add-on as sufficient. These sources differ, so check which add-ons your org holds under Company Information > Feature Licenses or Permission Set Licenses. Another Salesforce help page says that to work with Sales Email templates you also need EinsteinGPTSalesAddOn and EinsteinGPTSalesAccessAddOn. If those are missing, the toggle may not appear or the type won't show. Create a Sales Email Prompt Template +2
- Permission sets. The docs say users who draft emails need the Einstein Sales Emails permission set. For building templates, the person in Prompt Builder also needs Prompt Template Manager. Without these, the option can be missing or the Prompt Builder menu itself can be hidden. salesforcesalesforce
- Org type. Dev Edition and trial orgs often lack the add-ons, so the type never appears even with everything toggled on. Check which kind of org you're in.
- Release/UI changes. Salesforce has been renaming and reorganizing Einstein and Agentforce features. If Setup labels don't match, search Setup for "Sales Emails" or "Einstein for Sales" instead of browsing menus.
If everything above is in place and it still doesn't appear, check Setup > Einstein Setup to confirm generative AI is on in the org you're actually logged into (sandbox and production are configured separately). Then raise a Salesforce Support case, since an entitlement may not have provisioned.
I hope you find the above information helpful. If it does, please mark it as Best Answer to help others too.
