# Sales Emails and generative call summaries

*Agentforce Sales Consultant Study Guide · Predictive and Generative AI · Last updated October 15, 2026 · https://www.certifyforce.com/study-guide/agentforce-sales-consultant/predictive-and-generative-ai/sales-emails-and-generative-call-summaries*

The two embedded generative AI tools the exam tests in Agentforce Sales: Sales Emails (when Draft with Einstein works, grounding, email types, limits and review) and Einstein Conversation Insights call summaries and generative insights (setup, where summaries appear, what they contain, the five-insight limit).

- Certification: Salesforce Agentforce Sales Consultant
- Exam section: Predictive and Generative AI
- Study guide: https://www.certifyforce.com/study-guide/agentforce-sales-consultant

**Official exam objective:**

> Understand what generative AI tools are available in Agentforce Sales.

## What the exam expects

- Tell generative tools (Sales Emails, call summaries, generative insights) from predictive ones (lead and opportunity scoring, forecasting) in Agentforce Sales (formerly Sales Cloud).
- Explain when Draft with Einstein is available and what a draft contains: recipient rules, new emails only, subject handling, placeholders, email types, custom types, partner users.
- Explain grounding in Sales Emails and why field-level security produces placeholders.
- State the Sales Emails operating limits: 2,000 emails per hour per org (rolling), no Government Cloud, Einstein Activity Capture behavior.
- Turn on and surface generative call summaries and generative insights, and know their contents and limits.

Key terms: **generative AI** (an LLM creates new content such as an email or summary); **grounding** (merging relevant Salesforce data into the prompt for context and personalization); **email type** (a pre-made or admin-built request such as Check In); **Einstein Conversation Insights (ECI)** (call recording analysis for voice and video calls); **generative insight** (an LLM-detected theme defined in natural language).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Recipient rule | A recipient must have a lead or contact record; the first matching one is used | [Considerations for Einstein Generative AI Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_considerations.htm&language=en_US&type=5) |
| Replies and forwards | Not supported; new emails only | [Considerations for Einstein Generative AI Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_considerations.htm&language=en_US&type=5) |
| Throughput | Up to 2,000 emails per hour per org, rolling | [Considerations for Einstein Generative AI Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_considerations.htm&language=en_US&type=5) |
| Government Cloud | Sales Emails isn't available | [Considerations for Einstein Generative AI Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_considerations.htm&language=en_US&type=5) |
| Subject line | Einstein replaces it, and updates it on each regeneration | [Considerations for Einstein Generative AI Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_considerations.htm&language=en_US&type=5) |
| Partner users | Introduce Myself, Nudge for Follow-Up, Send a Meeting Invite only | [Understand How Einstein Generative AI Creates Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_overview.htm&language=en_US&type=5) |
| Licensing | Einstein for Sales add-on, extra cost in Performance and Unlimited | [Einstein Generative AI for Sales](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails.htm&language=en_US&type=5) |
| Call summary contents | Summary, customer impression, next steps | [Call Summaries and Generative Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.eci_call_summaries.htm&language=en_US&type=5) |
| Generative insights limit | 5 active | [Call Summaries and Generative Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.eci_call_summaries.htm&language=en_US&type=5) |

## Check yourself

- Why does a Sales Emails draft show "[Customize: INDUSTRY]" when Industry is filled in?
- When does the Draft with Einstein button become unavailable for the whole org?
- Which three elements does a standard call summary contain?
- How does a company add its own renewal email to Sales Emails?

## Sources

- [Considerations for Einstein Generative AI Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_considerations.htm&language=en_US&type=5)
- [Understand How Einstein Generative AI Creates Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_overview.htm&language=en_US&type=5)
- [Call Summaries and Generative Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.eci_call_summaries.htm&language=en_US&type=5)
- [Set Up Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_setup.htm&language=en_US&type=5)
- [Einstein Generative AI for Sales](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails.htm&language=en_US&type=5)
- [Get Started with Sales AI (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/sales-gpt-quick-look/get-started-with-sales-gpt)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 15 linked practice questions, and unlimited timed mock exams are included with the Agentforce Sales Consultant pack (USD $19): https://www.certifyforce.com/practice-exams