If your org has customized Salesforce Mobile and Lightning Experience
Actions for lead, contact, or person account records, add cadence actions to those
objects’ page layouts. Add the actions from the Object Manager.
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 that you want to modify. For Sales Engagement, make sure that you
update Lead, Contact, Person Account, and Opportunity.
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Select Page Layouts, and then click the relevant page layout.
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From the palette on the upper portion of the screen, click Mobile &
Lightning Actions.
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Drag these actions to the Salesforce Mobile and Lightning Actions section of the page
layout.
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Add to Cadence
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Remove from Cadence
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Change Target Assignee
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Adjust Step Timing
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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.
Note On the opportunity page layout, you can only use the Add to Sales Cadence action. Cadence actions aren't supported in the Salesforce mobile app.