---
schema_version: "1"
id: ea79463553ed4b87b9d9bc829996a2070d908322177fbdd9813647668dc363d4
title: Add Sales Engagement Components, Actions, and Fields to Page 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_page_layouts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_page_layouts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8fd40fc0fe99274be26e96190292bb3d0845bed32ca8ce5790f290f8046ec618
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Add Sales Engagement Components, Actions, and Fields to Page Layouts

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.

### 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>

- **[Add the Sales Engagements Component to Record Pages](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_steps_component.htm&release=264.0.0&type=5)**  
    Add the Sales Engagements component to relevant record pages with the Lightning App Builder. With the Sales Engagements component, users can see which cadence a given prospect is in, their engagement activity, and also their progress within the cadence.
- **[Add the Work Queue Component to Email Integration Panes for Outlook and Gmail](https://help.salesforce.com/s/articleView?id=sales.hvs_email_integration_pane.htm&release=264.0.0&type=5)**  
    Sales reps can access the Sales Engagement Work Queue directly from the integrations with Microsoft® Outlook® and Gmail™. Add the Work Queue component to its own tab in a new or existing email application pane. Then assign the pane to your Sales Engagement users.
- **[Add the Automated Action Reminders Component to Record Pages](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_reminders_component.htm&release=264.0.0&type=5)**  
    If you turned on Allow users to create automated actions in Automated Actions Setup, add the Automated Action Reminders component to relevant record pages with the Lightning App Builder. With the Automated Action Reminders component, users can see when an automated action has been triggered by a record they own, and choose whether to run the action.
- **[Add Cadence Actions to Page Layouts](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_page_actions.htm&release=264.0.0&type=5)**  
    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.
- **[Set Up Cadence Fields on Record Layouts](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_layout.htm&release=264.0.0&type=5)**  
    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.
- **[Display Key Cadence Fields on List Views](https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_list_view.htm&release=264.0.0&type=5)**  
    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.
- **[Set Up Scheduled Email Management for Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_email_schedule_send_later.htm&release=264.0.0&type=5)**  
    As sales reps send emails to leads and contacts, they can schedule the emails so that they arrive at an optimal time. Set up the Scheduled Emails component so that reps can update the content of a scheduled email and change its scheduled date and time.