Keep these guidelines in mind when using Account Engagement in Lightning Experience.
- Navigation is slightly different than standalone Account Engagement.
- Tabs for Engagement Studio and Account Engagement Campaigns aren’t displayed by default. Users can add these tabs themselves, or a Salesforce admin can add them for all users.
- To use the app in Safari, disable the Prevent cross-site tracking preference, which blocks access from Lightning Experience.
- Links to Account Engagement in system emails point to the standalone app, not the corresponding screen in the Lightning app.
- You can add, remove, and reorder tabs, but you can’t edit sidebar items.