Draft Intelligent Emails with Einstein

What is Einstein Draft Email?

Einstein Draft Email is your built-in writing assistant inside Salesforce. It automatically generates contextual, personalized email drafts based on CRM data, past conversations, and customer details.

Instead of starting from scratch, reps begin with an AI-powered draft they can quickly review, edit, and send.

The result? Faster follow-ups, more consistent communication, and more time for reps to focus on what matters most—building relationships and closing deals.

Why This Matters

Sales teams spend hours every week typing out repetitive follow-ups and customer updates. For many, this is time lost that could be spent engaging prospects or moving deals forward.

Einstein Draft Email flips the script:

• Faster follow-ups = shorter deal cycles

• Consistent messaging across the team

• Scaled personalization without extra effort

For lean teams, it’s like adding a virtual assistant. For larger teams, it creates efficiency and brand alignment at scale.

Click on Draft with Einstein

Enter natural language text in the Email Instructions  and click on Draft Email

Review the draft email, make the changes and send (So Simple 🙂)

How It Works

Einstein Draft Email generates contextual drafts directly inside Salesforce’s email composer:

• Contextual Drafting – Uses Salesforce records, activities, and past emails

• Personalization at Scale – Adjusts content and tone based on customer data

• Seamless Workflow – Draft appears in the email composer for quick review

• Continuous Learning – Improves as reps edit and send drafts

How to Set It Up (For Admins)

1. Go to Setup → search for Einstein for Sales

2. Enable Turn on Sales Emails under Set Up Sales Emails

3. Configure email templates for brand consistency

4. Assign the Einstein Sales Emails permission set to your users.

5. Train users to edit drafts before sending, ensuring compliance and accuracy

Pro Tips for Teams

• Combine with Einstein Email Insights: Prioritize the right emails, then draft them instantly.

• Keep Templates Fresh: Update regularly to reflect brand tone and campaigns.

• Coach Reps on Edits: Encourage thoughtful personalization—Einstein handles the heavy lifting, but human input keeps it authentic.

Closing Thought

In a world where speed and personalization win, Einstein Draft Email ensures your team never starts from a blank screen again.

It’s the always-on writing assistant that helps you move faster, stay consistent, and keep the focus where it belongs—on your customers.