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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.
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 |
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Set up Sales Engagement in four high-level steps.
- Turn on Sales Engagement and configure Einstein Activity Capture.
- Assign relevant permission sets.
- Configure features that are relevant for your company.
- Let sales managers and reps know how to start using Sales Engagement.
- Considerations for Setting Up Sales Engagement
Before setting up Sales Engagement, consider these requirements, limitations, and nuances for each feature. - Turn On Sales Engagement Features
Turn on Sales Engagement and configure features in Setup. - Sales Engagement and Inbox Features
Inbox features are included, but some Einstein Activity Capture features aren’t available in Professional and Enterprise Editions. Users with Professional and Enterprise Editions have access to Einstein Activity Capture Standard. - Turn on Automated Actions
To let your sales team build their own processes to manage cadence targets they own with simple if-this-then-that logic, turn on Automated Actions - Assign Permission Sets for Sales Engagement Users
Assign the permission sets for Sales Engagement. Also assign permission sets for optional features that are new to your Salesforce org, including Sales Dialer. You can also assign the permission set for full access to CRM Analytics dashboards. - Configure Sales Engagement Features
Set up Sales Dialer and Einstein Lead Scoring if they’re new to your org. And make sure that you configure all other relevant features to get the most out of Sales Engagement. - Set Up an Optional Sales Prospecting Bot
Admins can enable an optional Einstein Bot for Sales Engagement. Build and manage a Sales Prospecting Bot to ease the load on your sales reps. Bots can handle information collection and answer frequently asked questions so sales reps can spend their time on more complex tasks. - Create Macros for the Lightning Sales Console
Macros make automating repetitive tasks possible so reps can focus less on busy work and more on selling. We provide an example of a macro that, after the sales rep leaves a voicemail for a lead, logs the call, sends an email to the lead, and creates a follow-up task for the rep. Use this guide when you’re creating your own macro. - Start Using the Sales Engagement App
With Sales Engagement set up, your sales managers and reps can start using the app by creating cadences and adding prospects to them.
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