With the Account Engagement Lightning app, sales and marketing can operate side by side on a single platform rather than work in separate applications.
Required Editions
| Available in: Professional, Enterprise, Performance, and Unlimited Editions with any Account Engagement Edition |
- Requirements for the Account Engagement Lightning App
Review requirements and prepare your Salesforce org before you enable the Account Engagement Lightning App. - Guidelines for Using the Account Engagement Lightning App
Keep these guidelines in mind when using Account Engagement in Lightning Experience. - What Salesforce Data Is Available in Account Engagement?
Account Engagement and Salesforce have different authorization and sharing models. Data is shared through the Salesforce connector via the connector user, so Account Engagement can show any data that the connector user has access to. Because of how the systems connect, you can assume that Account Engagement users have at least as much access to Salesforce data as the connector user. - Give Users Access to the Account Engagement Lightning App
To give users access, an admin must enable the Account Engagement Lightning App and assign the required permissions to users.