Use the Setup menu to get the guidance you need for setting up Sales Engagement. Required Editions Available in: Lightning Experience Available with Sales.

18 окт. 2024 г. · To set up Sales Engagement: • Customize Application. AND Modify All Data. Enable Sales Engagement and specific features in Setup. Note: The ...

From Setup, enter Sales Engagement in the Quick Find box, and then select Sales Engagement Settings. Click the Automate tab. To turn on Sales Engagement, click ...

Set Up Sales Engagement Use the Setup menu to get the guidance you need for setting up Sales Engagement.

Sales Engagement now includes automation, customer engagement tracking, chatbots, cadences, automated actions, and more.

5 сент. 2023 г. · Everything from the email behavior preferences to the automations and permissions can be set under the Sales Engagement Settings page in Setup.

Продолжительность: 12:51
Опубликовано: 27 авг. 2024 г.

Оценка 5,0 (27) 6 дней назад · Build advanced sales flows with Salesforce Sales Engagement and visualize your to-do lists in a smart way and get in-time sales alerts.

Understand how the Lightning Sales Console, Work Queue, Sales Dialer, Quick Cadences, Automated Actions, and other Sales Engagement features work together.

To configure branching on call dispositions, head to your Salesforce Setup settings. Navigate to High Velocity Sales; Enable Define Call Outcomes for Branching ...