Setting up the Engagement Functionality

Before you can use the engagement functionality, you must perform the following tasks in the order specified:

1. Enable the Engagement feature in Feature Console. For more information, see 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. For more information, see Setting up Engagement Analytics Apps in the Business Analytics Help.
3. If Revenue Management is installed in your org and you plan on using engagements in the revenue recognition process, you must perform additional steps. For more information, see Setting up Revenue Recognition for Engagements in the Revenue Management Help.
4. Customize the Lightning record page for the Engagement object. For more information, see Customizing the Engagement Lightning Record Page.