Learn about general considerations for setting up Sales Engagement.
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
- Enhanced Email must be enabled.
- No support in Experience Cloud sites.
- Sales Engagement supports lead, contact, and person account records.
- Inbox and Einstein Lead Scoring are included with Sales Engagement.
- Sales Dialer is available for an extra cost as an add-on license.
- Sales Engagement can be deployed in scratch orgs, but the settings for the feature can’t be updated through the scratch org definition file. Instead, configure settings directly in the Sales Engagement app.
- Sales Engagement is supported in sandbox orgs. If you’re creating a sandbox from a production org that has Sales Engagement enabled, you must enable the product in Setup again. It’s disabled in the sandbox org by default.
- Some Sales Engagement features, such as Salesforce Inbox, require that users have Microsoft® Exchange or Gmail™ accounts.
- Turning on and using Sales Engagement in Government Cloud and Government Cloud Plus organizations can send data outside the authorization boundary. For more information, please contact your account executive.
- Sales Engagement included in Sales Unlimited Edition provides analytics reporting using
the CRM Analytics platform. When using this functionality, your license doesn't allow you to:
- Build custom analytics apps or dashboards
- Upload, access, or connect external data using the API with the exception of datasets provided with Sales Cloud Einstein
- Import data from Salesforce standard or custom objects that aren’t included in this feature
User Permissions
| Salesforce Admin or User Task | Preferences and Permissions Required |
|---|---|
| Set up Sales Engagement | Customize Application, Modify All Data, Assign Permission Sets, and Manage Users |
| Use Sales Engagement | Convert Leads, Send Email, Edit Tasks, and Sales Engagement User, Sales Engagement User Included, Sales Engagement Cadence Creator, or Sales Engagement Cadence Creator Included permission set |
| Create cadences | Sales Engagement Cadence Creator or Sales Engagement Cadence Creator Included permission set |
| Manage the Activities dashboard and Lead Score dashboard | Analytics for Sales Cloud license (three permission sets included) |
| View the Analytics Sales Engagement Performance Dashboards | Sales Engagement User, Sales Engagement User Included, Sales Engagement Cadence Creator, or Sales Engagement Cadence Creator Included permission set |
| Use Dialer | Dialer Inbound, Dialer Outbound, and Dialer Minutes permission sets |
| Create email templates for cadences | Manage Public Lightning Email Templates |
| Create cadence folders | Sales Engagement Cadence Creator or Sales Engagement Cadence Creator Included permission set |
| Edit and manage private cadence folders | Sales Engagement Cadence Creator or Sales Engagement Cadence Creator Included permission set |
| View shared cadence folders | Sales Engagement User, Sales Engagement User Included, Sales Engagement Cadence Creator, or Sales Engagement Cadence Creator Included permission set, plus view access to the shared folder |
| Edit shared cadence folders | Sales Engagement User, Sales Engagement User Included, Sales Engagement Cadence Creator, or Sales Engagement Cadence Creator Included permission set, plus edit or manage access to the shared folder |
| Manage other users’ access to shared cadence folders | Sales Engagement User, Sales Engagement User Included, Sales Engagement Cadence Creator, or Sales Engagement Cadence Creator Included permission set, plus manage access to the shared folder |
| Create a quick cadence | Sales Engagement Basic permission set |