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.
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 |
-
From Setup, enter Lightning App Builder in the Quick Find box, and
then select Lightning App Builder.
-
Click Edit for the Lightning page you want to modify, or create a
new page.
- For Sales Engagement, make sure you update relevant lead, contact, and person account
pages.
- If Relate Opportunities to Cadences is turned on, you can add the component to opportunity
page layouts.
- If Use Cadences for Collections is turned on, you can add the component to invoice page
layouts.
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Add the Sales Engagements component to the page’s layout.
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Save your changes.
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If you’re creating a new page, activate the page and assign it to Sales Engagement
users.
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Repeat the process for other relevant Lightning pages.
