Give Users Access to Account Engagement Data in Salesforce

Apply the necessary permissions to any set included with the AppExchange package to any user who accesses or uses Account Engagement data in Salesforce.

Required Editions

User Permissions Needed
To assign permission sets: Assign Permission Sets (in Salesforce)

To assign the Engage permission, use the licensing page.

  1. From Marketing Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click Account Engagement Package.
  3. Click Manage Assignments.
  4. Click Add Assignments.
  5. Select the users that you want to assign the permission set to.
  6. Click Assign.