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            Add the Sales Engagements Component to Record Pages

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            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.

            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 Lightning App Builder in the Quick Find box, and then select Lightning App Builder.
            2. Click Edit for the Lightning page you want to modify, or create a new page.
              • For Sales Engagement, make sure you update relevant lead, contact, and person account pages.
              • If Relate Opportunities to Cadences is turned on, you can add the component to opportunity page layouts.
              • If Use Cadences for Collections is turned on, you can add the component to invoice page layouts.
            3. Add the Sales Engagements component to the page’s layout.
            4. Save your changes.
            5. If you’re creating a new page, activate the page and assign it to Sales Engagement users.
            6. Repeat the process for other relevant Lightning pages.
             
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