---
schema_version: "1"
id: aef12346ab1ac51a85ac910e76bd8788f46ba07aa7a50fb4c9fc57b89fb7bc4c
title: Configure Sales Engagement Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_setup_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c1599d4ad95fd6ac416cc757b89f2d051eb7c8562e5d498bb69afd252b188816
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Configure Sales Engagement Features

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

<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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d153649e83">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d153649e83 ">To set up Sales Engagement:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d153649e83 ">Customize Application AND Modify All Data</td>

          </tr>
        </tbody>
      </table>

- **[Configure Einstein Activity Capture Settings](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_eac.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_page_layouts.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_dialer.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_call_outcomes.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_ci.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_a_lead_scoring_solution.htm&release=264.0.0&type=5)**  
    If you want help prioritizing your leads, set up Einstein Lead Scoring or a third-party scoring solution.
- **[Customize the Work Queue](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_work_queue.htm&release=264.0.0&type=5)**  
    Select up to three fields to appear in the work queue so that your sales reps see the information at a glance.