Setting up the Engagement Functionality

Before you can use the engagement functionality, you must perform the necessary setup tasks. The following chart provides a high-level overview of the process.

High-level Overview of the How to Set up the Engagement Functionality

The table below details the steps involved in setting up the engagement functionality in your org. Complete the tasks in the order shown.

Tasks for Setting up Engagement

Step

Task

Related Help Page

1

Enable the Engagement feature in the Feature Console.

This adds the relevant fields and related lists to the page and compact layouts for the Engagement object.

Enabling the Engagement Feature
2

If Business Analytics is installed in your org and you plan on using Engagement Analytics dashboards, create an Analytics app from the Engagement Analytics app template.

The dashboards provide a visually-rich way of viewing the data for the entire engagement and within a specific revenue stream. You will embed the dashboards in the engagement record page in step 4.

Engagement Analytics Permission Sets
3

If Revenue Management is installed in your org and you plan on using engagements in the revenue recognition process, perform the required steps in Revenue Management.

Setting up Revenue Management for Engagements
4

Customize the Lightning record page for the Engagement object.

This includes cloning the managed template record and adding the appropriate components using the Lightning App Builder.

Customizing the Engagement Lightning Record Page