Enabling the Engagement Feature

The Engagement feature enables you to configure FinancialForce applications for the engagement functionality and customize the Engagement object for the applications that you use.

You can only perform the steps for the applications that are installed in your org. For example, if you use Billing Central, click Launch next to step 2. Otherwise, click Skip.

After clicking Launch, additional actions display. Perform them in the order shown in the dialog.

Engagement Feature Steps and Actions

Feature Step	Required Application	Action	Additional Requirements
1	Professional Services Automation	Add the Projects related list to the Engagement page layout.
2	Billing Central	Add the Billing Contracts related list to the Engagement page layout.
		Create a consolidation rule to consolidate billing documents by engagement.	The Billing Document Consolidation feature must be enabled. For more information, see Setting up Billing Document Consolidation in the Billing Central Help.
3	Supply Chain Management	Add the Sales Orders related list to the Engagement page layout.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Next Steps

After enabling the Engagement feature, continue with the setup tasks:

1. Create an Analytics app from the Engagement Analytics app template. For more information, see Setting up Engagement Analytics Apps in the Business Analytics Help.
2. Customize the Lightning record page for the Engagement object. For more information, see Customizing the Engagement Lightning Record Page.