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