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
Enabling Einstein for Sales alone may not be enough for the option to appear in Prompt Builder.
A few things you can check:
- In Setup → Einstein for Sales, make sure the Sales Emails feature is enabled.
- Assign the Prompt Template Manager permission set to the user who is creating the prompt template.
- For users generating the emails, check whether Prompt Template User and the required Einstein Sales Emails permissions are assigned.
- Also verify that your org has the required Salesforce license/entitlement for Sales Email functionality.
One more thing — in Prompt Builder, the option is usually shown as Sales Email, not “Email Sales.”
After checking the above, refresh the org or log in again and go to: Prompt Builder → New Prompt Template → Template Type → Sales Email
If it is still not showing, I would mainly check the org license and permission-set license assignments, as this is often related to feature entitlement.
Thank you,
Venkat Yadav.
