---
schema_version: "1"
id: 9547f925dc3d37bc6a74af8763f3d5aed62acd35678d74c190ffdfd2c6fc604a
title: Considerations for Setting Up Sales Engagement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c5af1fd1e2baf542f45442dc278e458711389bd26aa752f4ded899d8bd2a5cf5
description: Before setting up Sales Engagement, consider these requirements, limitations, and nuances for each feature.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Considerations for Setting Up Sales Engagement

Before setting up Sales Engagement, consider these requirements, limitations, and nuances for each feature.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <a href="https://www.salesforce.com/sales/engagement-platform/" target="_blank">Sales Engagement</a>, which is included with Sales in <strong>Performance</strong>, <strong>Einstein 1</strong>, and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</td></tr></tbody></table>

- **[General Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_general.htm&release=264.0.0&type=5)**  
    Learn about general considerations for setting up Sales Engagement.
- **[Einstein Activity Capture Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_eac.htm&release=264.0.0&type=5)**  
    Learn about general considerations for setting up Sales Engagement.
- **[Email Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_email.htm&release=264.0.0&type=5)**  
    Learn about email considerations for setting up Sales Engagement.
- **[Engagement and Alerts Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_engagement_alerts.htm&release=264.0.0&type=5)**  
    Learn about engagement and alerts considerations for setting up Sales Engagement.
- **[Work Queue Considerations in Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_work_queue.htm&release=264.0.0&type=5)**  
    Learn about considerations for using the Work Queue in Sales Engagement.
- **[Cadence Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_sales_cadences.htm&release=264.0.0&type=5)**  
    Learn about considerations for using cadences in Sales Engagement.
- **[Lead Scoring Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_lead_scoring.htm&release=264.0.0&type=5)**  
    Learn about considerations for using lead scoring in Sales Engagement.
- **[Phone Integration Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_phone_integration.htm&release=264.0.0&type=5)**  
    Learn about considerations for each phone integration option for Sales Engagement.
- **[Sales Dialer Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_sales_dialer.htm&release=264.0.0&type=5)**  
    Learn about considerations for using Sales Dialer with Sales Engagement.
- **[Einstein Conversation Insights Considerations for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_eci.htm&release=264.0.0&type=5)**  
    Learn about considerations for using Einstein Conversation Insights with Sales Engagement.
- **[Considerations for Storing Sales Engagement Data in Data 360](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations_sales_engagements_data_360.htm&release=264.0.0&type=5)**  
    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.

#### See Also

- [Mass Email Limitations](https://help.salesforce.com/s/articleView?id=sales.limitations_email_mass.htm&release=264.0.0&type=5 "Review these limitations that apply to sending mass emails.")