Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the
week reviewing past communications and details about their customers before performing their outreach.
Which standard Copilot action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?
A. Einstein Copilot Action: Find Similar Opportunities
B. Einstein Copilot Action: Draft or Revise Sales Email
C. Einstein Copilot Action: Summarize Record
B. Einstein Copilot Action: Draft or Revise Sales Email
Explanation:
To help sales reps quickly draft personalized emails based on past successful communications, the standard Copilot action to use is:
"Draft or Revise Sales Email"
What it does:
1. Generates context-aware email drafts using:
. Past communications (e.g., emails, call notes).
. CRM data (e.g., {{Opportunity.Amount}}, {{Account.Industry}}).
2. Allows reps to refine tone/length (e.g., "Make it more formal").
Benefit: Saves hours of manual review and drafting.
Why Not the Other Options?
A. "Find Similar Opportunities":
Helps identify comparable deals but doesn’t draft emails.
C. "Summarize Record":
Creates summaries (e.g., of Accounts) but not outreach emails.
Implementation Tip:
Ground the action in Opportunity/Account fields for hyper-relevance.
Reference:
Salesforce Help - Copilot Sales Actions