---
schema_version: "1"
id: 4a558ba595345c5a2fd7cca53002eb0326a7169280ed25339fb77ca0c1bbb733
title: Set Up Cadence Fields on Record Layouts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_setup_configure_layout.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_layout.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 947724d2e67f3a2af0bef2c1b2fd1a5573c686324eb62ef7bfa1ca91ae90eb7d
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Cadence Fields on Record Layouts

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

<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%">
          <col style="width:50%">
        </colgroup>
        <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="d140130e83">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d140130e83 ">To set up Sales Engagement:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d140130e83 ">Customize Application AND Modify All Data</td>

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

1. From Setup, enter **Object Manager** in the Quick Find box, and then select **Object Manager**.
2. Click the object you want to modify. For Sales Engagement, make sure that you update Lead, Contact, and Person Account.
3. Select **Compact Layouts**, and then click **New**.
4. Enter a label for the compact layout. Sales Engagement Compact Layout works here.
5. Add **Cadence**, **Cadence Assignee**, **Cadence State**, **First Call Date**, and **First Email Date** as a few of the top Selected Fields.
6. Save your changes.
7. Click **Compact Layout Assignment** and then **Edit Assignment**.
8. Select the compact layout as the Primary Compact Layout, and then save your changes.
9. Repeat the process for other relevant objects. For Sales Engagement, make sure that you update Lead, Contact, and Person Account.