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Turn On Sales Engagement Features
Turn on Sales Engagement and configure features in Setup.
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 |
Turning on and using Sales Engagement in Government Cloud and Government Cloud Plus organizations can send data outside the authorization boundary. For more information, please contact your account executive.
Note Set some Sales-related features through Sales Engagement.
- From Setup, enter Sales Engagement in the Quick Find box, and then select Sales Engagement Settings.
- Click the Automate tab.
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To turn on Sales Engagement, click the toggle.
Turning on Sales Engagement automatically enables these features.
- Enhanced Email. In the Cadence Settings section of the Automate tab, this setting lets users relate emails to other records, add custom fields to emails, use triggers with emails, modify email layouts, and manage emails with the Salesforce API. You also get an improved email detail page that shows emails in their original format.
- Email Tracking. In the Cadence Settings section of the Automate tab, this setting allows tracking of email opens, link clicks, and replies.
- Einstein Activity Capture. In the Guide tab, this setting lets you keep data between Salesforce and your email and calendar applications in sync, including emails, events, and contacts.
- Automated Email. In the Cadence Settings section of the Automate tab, this setting lets cadence creators include email steps that send the email automatically by using a template.
- Use LinkedIn Sales Navigator with Cadences. In the Cadence Settings section of the Automate tab, this setting lets sales managers add LinkedIn InMail and Connection Request steps to cadences. You must also have the native integration of LinkedIn Sales Navigator enabled.
- Skip Weekends. In the Cadence Settings section of the Automate tab, this setting assigns cadence tasks to reps on weekdays only. Calls, emails, and custom steps aren’t assigned on Saturday or Sunday. When Skip Weekends is turned on, the wait steps in cadences don't complete on the weekends. Action steps that follow a wait step, including auto emails, don't come due until after the weekend.
- Allow Email Template and Call Script Variant Testing in Cadences. In the Cadence Settings section of the Automate tab, this setting lets sales managers try different versions of an email template or call script on a single cadence step. On cadence records, they can compare the engagement results of each variant.
- Change Cadence Target Assignees. In the Cadence Settings section of the Automate tab, this setting lets users update who is assigned to work a target through a cadence. To prevent this feature from being available to all Sales Engagement users, you can optionally turn on Limit Who Can Change Target Assignees. Then assign the Change Cadence Target Assignees permission to the users who need it.
- Relate Opportunities to Cadences. In the Cadence Settings section of the Automate tab, this setting lets your sales team associate opportunities with cadence targets so they can track which opportunities result from each cadence.
- Assign Targets to Multiple Cadences. In the Cadence Settings section of the Automate tab, this setting lets users add the same target to up to five cadences. If you turn off this feature, existing targets remain in their cadences, but you can’t add new targets to more than one cadence. The Total Cadences field on lead, contact, and person account list views shows how many cadences each prospect is assigned to.
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From Setup, enter Sales Engagement in the Quick Find box, and
then select Automated Actions.
To let your sales team build their own processes to manage cadence targets that they own with simple if-this-then-that logic, turn on Allow users to create automated actions. Then adjust Sharing settings and permissions to let users and managers create automated actions.
You can turn off optional features after enabling Sales Engagement. We recommend keeping them on to get the most out of the product.
These Sales Engagement features aren’t enabled by default. Turn them on if they're appropriate to your business.
- User Cadence Assignment Availability. In the Cadence Settings section of the Automate tab, this setting lets Sales Engagement users choose when cadence tasks are assigned to them and they appear in their To Do List and Work Queue. By setting their availability, users have more control over their work and can prevent cadence tasks from becoming overdue during times when they don’t plan to work on cadences. Cadence step tasks for targets they own are only added during those hours. Tell users to add their available hours in the Operating Hours section of their user profile. By default, tasks are assigned between 9 AM and 5 PM.
- Always show Salesforce Log a Call Window. In the Cadence Call Settings section of the Call tab, this setting makes the Salesforce version of the Log a Call window appear at the start of each call, even if you use a third-party CTI solution. If you prefer to use the Log a Call window from your CTI solution, don’t turn on this setting.
- Log Tasks from LinkedIn Steps. In the Cadence Settings section of the Automate tab, this setting lets Salesforce log tasks from LinkedIn cadence steps. This setting is recommended unless you use Activity Write Back from LinkedIn to log LinkedIn tasks. Because cadence steps appear as proxy tasks in the Activity Timeline, LinkedIn steps still appear in the Timeline when this setting is turned off.
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