Sales Engagement (formerly High Velocity Sales) is the inside-sales productivity suite — Sales Cadences (multi-step prospecting sequences), Work Queues (prioritized task lists), Einstein Activity Capture, automated outreach. Best for SDR / BDR teams running prospecting motions at scale. Paid Sales Cloud add-on.
- Confirm Sales Engagement licensing
Sales Engagement is a paid add-on — confirm before enabling.
- Open Setup → Sales Engagement
Setup gear → Quick Find: Sales Engagement → Sales Engagement.
- Tick Enable Sales Engagement
Foundational toggle. Activates the Sales Cadence and Work Queue infrastructure.
- Build Sales Cadences
Cadences are templated multi-step sequences — "Day 1: email; Day 3: call; Day 5: LinkedIn message." Configure via Setup → Sales Cadences → New.
- Add Cadence Targets (Leads, Contacts, Person Accounts)
Reps assign records to Cadences; the cadence engine creates Tasks at the configured cadence steps.
- Configure Work Queue
Reps' prioritized task list, ordered by Einstein scoring + cadence due dates.
- Configure Einstein Activity Capture (separately)
Setup → Einstein Activity Capture for email/calendar sync. Pairs with Sales Engagement to auto-log activities.
- Save and roll out to SDR / BDR profiles
Enable Sales Engagement permission set for relevant users. They see the Sales Engagement workspace in Lightning.
Multi-step prospecting sequences.
Prioritized task list per rep.
Auto-log emails and meetings.
Cadence engine creates tasks at scheduled steps.
- Sales Engagement is renamed from High Velocity Sales. Older docs / Trailhead modules use the old name — same feature.
- Cadences only run on the assigned target. A Lead in Cadence A doesn't auto-graduate to Cadence B — reps manually move targets between cadences as their stage changes.
- Heavy cadence usage creates a lot of Tasks. Without good Task hygiene (closing completed tasks, archiving old), the database grows quickly.