Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Sales Productivity
Manage Engagement Rules

You are here:

  1. Salesforce Help
  2. Docs
  3. Seller Productivity

Manage Engagement Rules

The Engagement Score defines how actively the individuals in this account typically interact with your sales communications. A higher engagement score indicates a more interested customer. In Prospecting Center, you can add rules to define the Engagement Score.

Required Editions

Available in: Lightning Experience
Available with Sales Engagement, which is included with Sales in Performance, Unlimited Editions, Agentforce 1 Edition, 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.
Important
Important Prospecting Center is scheduled for retirement in all Salesforce orgs as of April, 2026. For existing customers, Prospecting Center remains available till April 2027.
User Permissions Needed
To give users access to the Sales Engagement app: Sales Engagement User

Before you define the Engagement Score rules, make sure that Prospecting Center is enabled.

Add or modify the Engagement Score rules, by adding points to each criteria, to calculate an Engagement Score.

  1. Go to the Prospecting Center setup page.
  2. Click Configure next to Configure Account Scoring.
  3. To create an Engagement score rule, click New rule next to the Engagement Score Rules. You can add or modify the criteria used to calculate the Engagement Score.
  4. To edit or remove the points assigned to a specific criteria, click Edit button next to a rule.
    Engagement score rules in Prospecting Center
  5.  To save your changes, click Publish.
 
Loading
Salesforce Help | Article