Add Cadence to one of the top Selected Fields to show users the
related cadence on lead, contact, and person account records. Users can click the field to
view the cadence record, where they can view all the steps in the cadence.
And add Cadence Assignee to see which sales rep is working on the prospect.
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 |
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From Setup, enter Object Manager in the Quick Find box, and then
select Object Manager.
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Click the object you want to modify. For Sales Engagement, make sure that you update
Lead, Contact, and Person Account.
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Select Compact Layouts, and then click
New.
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Enter a label for the compact layout. Sales Engagement Compact Layout works
here.
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Add Cadence, Cadence Assignee,
Cadence State, First Call Date, and
First Email Date as a few of the top Selected Fields.
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Save your changes.
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Click Compact Layout Assignment and then Edit
Assignment.
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Select the compact layout as the Primary Compact Layout, and then save your changes.
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Repeat the process for other relevant objects. For Sales Engagement,
make sure that you update Lead, Contact, and Person Account.
