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Add Sales Engagement Components, Actions, and Fields to Page Layouts
To make Sales Engagement functions fully available to your sales team, add related components, actions, and fields to page layouts for leads, contacts, and accounts.
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. |
- Add the Sales Engagements Component to Record Pages
Add the Sales Engagements component to relevant record pages with the Lightning App Builder. With the Sales Engagements component, users can see which cadence a given prospect is in, their engagement activity, and also their progress within the cadence. - Add the Work Queue Component to Email Integration Panes for Outlook and Gmail
Sales reps can access the Sales Engagement Work Queue directly from the integrations with Microsoft® Outlook® and Gmail™. Add the Work Queue component to its own tab in a new or existing email application pane. Then assign the pane to your Sales Engagement users. - Add the Automated Action Reminders Component to Record Pages
If you turned on Allow users to create automated actions in Automated Actions Setup, add the Automated Action Reminders component to relevant record pages with the Lightning App Builder. With the Automated Action Reminders component, users can see when an automated action has been triggered by a record they own, and choose whether to run the action. - 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. - Set Up Cadence Fields on Record Layouts
Add Cadence to one of the top Selected Fields to show users the related cadence on lead, contact, and person account records. Users can click the field to view the cadence record, where they can view all the steps in the cadence. And add Cadence Assignee to see which sales rep is working on the prospect. - Display Key Cadence Fields on List Views
Make sure that users can see the Cadence and Cadence Assignee fields in relevant list views. You can also create a list view that shows only records linked to a cadence. - Set Up Scheduled Email Management for Sales Engagement
As sales reps send emails to leads and contacts, they can schedule the emails so that they arrive at an optimal time. Set up the Scheduled Emails component so that reps can update the content of a scheduled email and change its scheduled date and time.
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