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High Velocity Sales Impl Guide

High Velocity Sales Impl Guide

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CONSIDERATIONS FOR SETTING UP SALES ENGAGEMENT

General Considerations for Sales Engagement
Einstein Activity Capture Considerations for Sales Engagement
Email Considerations for Sales Engagement
Engagement and Alerts Considerations for Sales Engagement
Work Queue Considerations in Sales Engagement
Cadence Considerations for Sales Engagement
Lead Scoring Considerations for Sales Engagement
Phone Integration Considerations for Sales Engagement
Sales Dialer Considerations for Sales Engagement
Einstein Conversation Insights Considerations for Sales Engagement

TURN ON SALES ENGAGEMENT FEATURES

ASSIGN PERMISSION SETS FOR SALES ENGAGEMENT USERS

CONFIGURE SALES ENGAGEMENT FEATURES

Configure Einstein Activity Capture Settings
Exclude Certain Emails and Events from Being Added to Salesforce
Set Default Activity Sharing for Einstein Activity Capture Users
Let Users Share Activities with Groups
Add Sales Engagement Components Actions and Fields to Page Layouts
Add the Sales Engagements Component to Record Pages
Add Cadence Actions to Page Layouts
Set Up Cadence Fields on Record Layouts
Display Key Cadence Fields on List Views
Set Up Scheduled Email Management for Sales Engagement
Add the Work Queue Component to Email Integration Panes for Outlook and Gmail
Set Up Sales Dialer for Sales Engagement
Enable Sales Dialer
Add Dialer to the Utility Bar
Define Call Result Values for Cadence Branching
Set Up Einstein Conversation Insights for Sales Engagement
Turn On Einstein Conversation Insights
Connect Voice Recording Providers
Set Up Call Insights
Configure a Lead Scoring Solution
Set Up Einstein Lead Scoring for Sales Engagement
Set Up ThirdParty Prospect Scoring for Sales Engagement
Customize the Work Queue

SET UP AN OPTIONAL SALES PROSPECTING BOT

Sales Prospecting Bot Requirements
Get Started with the Sales Prospecting Bot
Set Up OmniChannel for Your Sales Prospecting Bot
Create a Service Channel for Your Sales Prospecting Bot
Create a Routing Configuration for Your Sales Prospecting Bot
Create a Presence Status for Your Sales Prospecting Bot
Create a Presence Configuration for Your Sales Prospecting Bot
Set Up a Prospect Queue for Your Sales Prospecting Bot
Create Assignment Rules for Your Sales Prospecting Bots Prospect Queue
Add a Cadence for Your Sales Prospecting Bot
Deploy Your Sales Prospecting Bot
Deploy Your Bot to Your Experience Cloud Site

START USING THE SALES ENGAGEMENT APP

Get Started Managing Sales with Sales Engagement
Get Started Selling to Prospects with Sales Engagement

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