Before setting up Sales Engagement, consider these requirements, limitations, and nuances for each feature.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
- General Considerations for Sales Engagement
Learn about general considerations for setting up Sales Engagement. - Einstein Activity Capture Considerations for Sales Engagement
Learn about general considerations for setting up Sales Engagement. - Email Considerations for Sales Engagement
Learn about email considerations for setting up Sales Engagement. - Engagement and Alerts Considerations for Sales Engagement
Learn about engagement and alerts considerations for setting up Sales Engagement. - Work Queue Considerations in Sales Engagement
Learn about considerations for using the Work Queue in Sales Engagement. - Cadence Considerations for Sales Engagement
Learn about considerations for using cadences in Sales Engagement. - Lead Scoring Considerations for Sales Engagement
Learn about considerations for using lead scoring in Sales Engagement. - Phone Integration Considerations for Sales Engagement
Learn about considerations for each phone integration option for Sales Engagement. - Sales Dialer Considerations for Sales Engagement
Learn about considerations for using Sales Dialer with Sales Engagement. - Einstein Conversation Insights Considerations for Sales Engagement
Learn about considerations for using Einstein Conversation Insights with Sales Engagement. - Considerations for Storing Sales Engagement Data in Data 360
Store Sales Engagement data in Data 360 to retain a longer-term history of email activity and engagement data for reporting and cross-cloud use cases. For example, create reports on historical email opens or personalize marketing and sales campaigns based on engagement with sales emails.