Set up Sales Dialer and Einstein Lead Scoring if they’re new to your
org. And make sure that you configure all other relevant features to get the most out of 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.
|
| User Permissions
Needed |
| To set up Sales Engagement: |
Customize Application AND Modify All Data |
- Configure Einstein Activity Capture Settings
After you turn on Sales Engagement, you can configure your Einstein Activity Capture settings, such as controlling which activities are added to Salesforce records and how they’re shared.
- Add Sales Engagement Components, Actions, and Fields to Page Layouts
To make Sales Engagement functions fully available to your sales team, add related components, actions, and fields to page layouts for leads, contacts, and accounts.
- Set Up Sales Dialer for Sales Engagement
If you’re using Sales Dialer for the first time, enable Sales Dialer in Setup. Make sure that you add the Phone item to the utility bar for the Sales Engagement app.
- Define Call Result Values for Cadence Branching
Group call result values into categories to easily display the data in reports and use it as branching criteria for cadences.
- Set Up Einstein Conversation Insights for Sales Engagement
If you’re using Einstein Conversation Insights for the first time, enable Conversation Insights in Setup. Make sure that you set up relevant call insights after turning on the product.
- Configure a Lead Scoring Solution
If you want help prioritizing your leads, set up Einstein Lead Scoring or a third-party scoring solution.
- Customize the Work Queue
Select up to three fields to appear in the work queue so that your sales reps see the information at a glance.
