Assign Permission Sets for Sales Engagement Users

• In Enterprise Edition, look for the Sales Engagement Cadence Creator, Sales Engagement Quick Cadence Creator, Sales Engagement User, and Sales Engagement Basic permissions.
• In Unlimited and Performance Editions, look for the Sales Engagement Cadence Creator Included, Sales Engagement Quick Cadence Creator, and Sales Engagement User Included permissions. These permissions can only be assigned to users with the Salesforce standard user license.
• In Professional Edition, look for the Sales Engagement Basic permission set.

Salesforce orgs using Sales Engagement also get three CRM Analytics for Sales Cloud Sales Engagement licenses.

If your company is using Lightning Dialer, also check for the Dialer Inbound, Dialer Outbound, and Dialer Minutes permission sets. If you want to use Einstein Conversation Insights, check for the Call Coaching User permission set.

We recommend that you make these assignments.

• Assign the Sales Engagement User or Sales Engagement User Included permission set to sales reps.
• Assign the Sales Engagement Cadence Creator or Sales Engagement Cadence Creator Included permission set to sales managers and reps who need to create cadences.
  

  Note If you have assigned users a cloned or custom permission set created before Spring ’23, you may need to add the Create and Edit Standard Cadences permission to the permission set again in Spring ’23.
• Assign the Sales Engagement Quick Cadence Creator, Sales Engagement Cadence Creator, or Sales Engagement Cadence Creator Included permission set to sales managers and reps who need to create quick cadences.
• Assign the Automated Action User permission to users who need to build their own processes to manage cadence targets they own.
• Assign the three CRM Analytics for Sales Cloud Sales Engagement permission sets to users who need edit access to the Activities and Lead Scoring dashboards.
• If you’ve turned on Limit Who Can Change Target Assignees in Setup, assign the Change Cadence Target Assignees permission to users who need to change target assignees.
• Assign the Dialer permission sets to new Sales Dialer users.
• Assign the Sales Engagement Conversation Insights permission set to sales managers who need to use Einstein Conversation Insights.
• Assign the Sales Engagement Cadence Creator or Sales Engagement Cadence Creator Included permission set to users who need to create cadence folders. If they’ve been granted access, these users can edit folders shared with them and can manage other users’ access to the shared folder. These users can edit, and manage user access to, their private folders.
• Assign the Sales Engagement User or Sales Engagement User Included permission set to users who need to view shared cadence folders. If they’ve been granted access, these users can edit folders shared with them and can manage other users’ access to the shared folder. These users can’t create folders, and they can’t create or edit cadences.
• Assign the Sales Engagement Basic permission set to.users who will create quick cadences only.

If you have users who accessed Sales Engagement through an add-on license In Performance or Unlimited Edition before Summer ’22, we recommend that you assign those users to the Sales Engagement User Included or Sales Engagement Cadence Creator Included permission, or custom permission set that includes one of them. To make these assignments, add the new permissions to your users before removing the old permissions. Beginning in Summer ’22, you can’t add users to the older Sales Engagement User or Sales Engagement Cadence Creator permissions.