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Market to Your Customers with Account Engagement

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Market to Your Customers with Account Engagement

Assign Licenses and Permission Sets for Sales Emails and Alerts

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Assign Licenses and Permission Sets for Sales Emails and Alerts

You can assign and unassign licenses and permission sets in bulk to your users who have Sales Cloud, Service Cloud, or CRM licenses.

Required Editions

User Permissions Needed
To assign permission set licenses:	Manage Users

Note Salesforce Engage is now known as Sales Emails and Alerts. You can expect to see the previous name in a few places until we replace it, including in the app itself.

When you assign the Salesforce Engage license and permission set, the required API permissions are automatically granted. See API Permissions for Sales Emails and Alerts

Navigate to the Salesforce Engage License Assignment tab.

Note If you don’t see this tab, on the profile assigned to your admins, change the tab’s setting to Default On.
From the Action Type dropdown, select Assign.
Select which users you want to assign Salesforce Engage permission sets and licenses, and click Add License.