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            Add Cadence Actions to Page Layouts

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            Add Cadence Actions to Page Layouts

            If your org has customized Salesforce Mobile and Lightning Experience Actions for lead, contact, or person account records, add cadence actions to those objects’ page layouts. Add the actions from the Object Manager.

            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
            1. From Setup, enter Object Manager in the Quick Find box, and then select Object Manager.
            2. Click the object you want to modify. For Sales Engagement, make sure that you update Lead, Contact, Person Account, and Opportunity.
            3. Select Page Layouts, and then click the relevant page layout.
            4. From the palette on the upper portion of the screen, click Mobile & Lightning Actions.
            5. Drag these actions to the Salesforce Mobile and Lightning Actions section of the page layout. On the opportunity page layout, you can only use the Add to Sales Cadence action. Cadence actions aren't supported in the Salesforce mobile app.
              • Add to Cadence
              • Remove from Cadence
              • Change Target Assignee
              • Pause Target
              • Resume Target
            6. Save your changes.
            7. Repeat the process for other relevant objects. For Sales Engagement, make sure that you update Lead, Contact, and Person Account.
             
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