Make sure that users can see the Cadence and Cadence Assignee fields
in relevant list views. You can also create a list view that shows only records linked to a cadence.
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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Go to the list view where you want to expose the fields.
If you’re using the sales console, switch out of the split view to see the List View
Controls.
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Select List View Controls, and then click Select Fields to
Display.
Not all list views are editable, such as the Recently Viewed list view.
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Add the Cadence and Cadence Assignee fields to the top of the Visible Fields
list.
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Save your changes.
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Repeat the process for other relevant list views.
For Sales Engagement, update the lead, contact, and person account list
views.
