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Sales Innovations for Prospect Management
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            Add Actionable List Engagement to a Page

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            Add Actionable List Engagement to a Page

            Make the Actionable List Engagement component available to your agents by adding it to the desired Account or Contact record page. Agents can use the Actionable List Engagement component to engage with prospects.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, Starter, and Unlimited Editions
            Note
            Note Ensure that OmniStudio is installed in the Salesforce org.
            1. Edit an Account or Contact record page in Lightning App Builder.
            2. Drag the Actionable List Engagement component on to the page.
              Note
              Note You can add the component to the Tab component as well.
            3. Save your changes, and then activate the page, if necessary.

            See Also

             
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            Salesforce Help | Article