How to View an Engagement on an Account

Summary

How to find the College Engagements linked to an Account: open the account, scroll to College Engagement Accounts and click View All. Also links on to creating a new engagement and adding engagement contacts.

Body

Step-by-step guide:

  1. Choose an account by clicking a record under the Accounts tab on the navigation bar or by searching for it in the search bar.
  2. Scroll down to College Engagement Accounts. Click View All to see all engagements.
  3. To create a new engagement, click New and follow the rest of these steps. To add engagement contacts, click the College Engagement Name and follow the rest of these steps.

Details

Details

Article ID: 9281
Created
Mon 9/14/26 12:26 PM
Modified
Mon 9/14/26 12:52 PM

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General Salesforce Best Practices
The starting point for using Salesforce at Johnson. Links to guides for navigating and searching, managing your user settings and list views, working with Accounts and Contacts, logging Activities and Tasks, College Engagements, the Outlook integration and multi-factor authentication.