Intended Users
This guide is intended for:
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Salesforce Administrators
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Implementation Teams
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IT & Technical Support Teams
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Operations Administrators
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Salesforce Consultants
Purpose of This Guide
The purpose of this Post Installation Guide is to help administrators configure and activate EngageHub after the managed package installation is completed.
This guide covers the required setup and configuration steps to:
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Assign user permissions
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Configure EngageHub settings
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Add the Activity Panel to Salesforce record pages
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Enable engagement workflows and activity actions
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Validate component functionality
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Configure optional flow-based actions such as Secure Email, SMS, and eForms
Following this guide ensures that EngageHub is properly configured and ready for business users within Salesforce.