Salesforce Sales Engagement Documentation

Accelerate your inside sales process with a high-productivity workspace. With cadences, managers can create custom sales processes that guide sales reps through handling different types of prospects. Those cadences appear for sales reps in the Work Queue, a task list that appears inside the Sales Console. And with other productivity-boosting features like Sales Dialer, Lead Scoring, and included reports, your sales teams have everything they need to handle prospects in a fraction of the time it took before.

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.

Note

As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

• Set Up Sales Engagement
  To get started with Sales Engagement, review the setup considerations and features that are available to determine what is best for your business. Then turn on Sales Engagement, begin the configuration, and assign users for access to the Sales Engagement app.
• Prospecting Center
  Let Prospecting Center find your most qualified customer, using trusted data and AI. Prospecting Center analyzes your CRM and external data and identifies your most promising opportunities with the highest probability of closing, so you know which deals to prioritize. With the power of Data 360, you can analyze your accounts, contacts, and leads to identify your most accurate, data-driven prospects.
• Streamline Prospect Outreach with Cadences
  With cadences, inside sales reps can work through their prospects at top speed. Inside sales managers use Sales Engagement Cadence Builder to create consistent, scheduled cadences of outreach activities to help reps nurture their prospects with maximum efficiency. A cadence can include activities like sending emails, making calls, arranging meetings, and sending text messages. Sales managers and reps can add leads, contacts, and person accounts to each cadence. Sales reps act on the cadence activities from a prioritized work queue that shows them at a glance which prospects are ready for each outreach.
• Manage Cadence Targets
  Sales Engagement users can easily add, remove, reassign, and manage their targets in cadences.
• Sell Faster with Sales Engagement
  Understand how the Lightning Sales Console, Work Queue, Sales Dialer, Quick Cadences, Automated Actions, and other Sales Engagement features work together to help accelerate your sales.
• Analyze Sales Engagement Performance with Reports and Dashboards
  Sales Engagement includes a set of standard reports and custom report types to show you the productivity and effectiveness of your cadences and reps. See even more detail with the Sales Engagement Performance Dashboards, powered by CRM Analytics.
• Adding Automation to Sales Engagement
  Save time and improve consistency by adding automation to your Sales Engagement activities. Choose from a range of automation tools and templates that fit a variety of automation use cases, such as automated actions, cadence screen flows, and cadence autolaunched flows. You can also use platform automation tools such as Flow Builder, Apex, and APIs to automate how cadences work with leads, contacts, and person accounts.
• Automate Sales Outreach with a Buyer Assistant
  Generate leads, deliver personalized conversations, and close deals faster with a buyer assistant. Buyer Assistant bots transform the web-to-lead experience and help your sales team sell more. Each buyer assistant includes CRM-powered dialogs and automation flows that help it to connect with customers. A buyer assistant can pitch your products’ value after business hours, notify relevant team members when a customer is chatting, intelligently route leads to your sales team, and schedule customer meetings for your sales team. After creating a buyer assistant bot, you can personalize the conversation experience and adjust the built-in flows to meet your business needs. Get your buyer assistant up and running quickly using the guided onboarding experience.