A Salesforce admin must enable new business units and appoint an Account Engagement
admin. If you have multiple business units, appoint an Account Engagement admin to each
unit.
Required Editions
Available in: All Account
Engagement Editions
User Permissions Needed
To enable Account Engagement for your org:
Customize Application and Modify All Data
To create business units:
Customize Application and Modify All Data
Important The admin assigned to set up the business unit can’t be changed and their
name can’t be edited. If that user is removed from Account Engagement or their role is updated,
their name remains as a historical record on the business unit setup page.
From Marketing Setup, under Business Unit Setup, click Assign Admin.
Name your business unit and assign your Account Engagement admin. If you’re working with
multiple business units, we recommend setting up one business unit at a time.
Save your changes. After you save, the admin receives an email to start the setup process
for their business unit.
In Marketing Setup click Setup Assistant and turn on Account Engagement in your Salesforce org to make the Lightning app available only to your Account Engagement admins.
After you complete provisioning and admin assignment, contact your Account Engagement admin to
make sure they received the email to set up their assigned business unit. Work closely with your
Account Engagement admin to complete key setup tasks, such as setting up Salesforce User
Sync.
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