Sales Intelligence & Automation Blog

Salesforce High Velocity Sales (Now Sales Engagement)

Written by Amy Green | Oct 7, 2026, 10:29:31 AM

The State of Sales report Salesforce published in February 2026 found that the average seller spends 40% of the week actually selling. 87% of sales organizations already use AI to recover some of that productivity, and 54% of sellers have tried AI agents. High Velocity Sales was built for exactly that problem. In this guide, I'll explain what the product does now that it's called Sales Engagement, what it costs, how to configure it, and where it still falls short, based on what our team sees inside customer orgs every week.

Quick Reference

What it is: the native outreach add-on for the core CRM license, renamed from HVS in the Summer '22 release

Price: $50 per user per month, billed annually; included in Unlimited Edition and Agentforce 1 Sales Edition

Core tools: Sales Cadences, Work Queue, Einstein scoring, inbox and calendar capture (EAC), Einstein Conversation Insights, Buyer Assistant

SMS: no built-in text step; needs Digital Engagement plus a custom step or flow

Setup time: one afternoon for a first sequence, two to four weeks to tune it

 

What High Velocity Sales Is (and Why Salesforce Renamed It)

High Velocity Sales was Salesforce's answer to Outreach and Salesloft: a layer on top of Sales Cloud that tells inside sales reps who to contact next and what to say, so they work faster and the result logs automatically. In the Summer '22 release, the company renamed it Sales Engagement, and the Winter '23 release notes made the switch official. Same product, same license, broader scope.

If you search for "Salesforce HVS" in 2026, you'll still find the old name in older Trailhead modules, AppExchange listings, and admin forum threads. I'll use both names here because plenty of admins still do.

Three pieces have carried over unchanged since the original launch:

  • Cadences: multistep outreach sequences of calls, messages, and custom steps, built once by a manager as repeatable playbooks and followed by every seller
  • Work Queue: a prioritized to-do list inside the Sales Console that shows each seller the next step across every sequence they're running
  • Einstein scoring: an AI model trained on your own closed-won history that ranks new records by likelihood to convert

Everything else in the product grew up around those three, and the goal hasn't changed: standardize the sales process and shorten the sales cycle by taking the "what do I do next" decision away from the seller.

What the Sales Engagement Add-On Includes Today

The official price list shows the current feature set. Here's how it maps to the original bundle.

Feature

What it does

In the original bundle?

Sales Cadences

Main, positive, and negative tracks that reroute a target based on how they respond

Yes, via the Classic builder

Work Queue and To Do List

Prioritized calls, messages, and custom steps in one pane

Yes

Einstein Lead Scoring

AI-powered scores against your historical wins and buying behavior

Yes

Einstein Activity Capture

Syncs inbox and calendar items to standard objects

Yes, bundled

Einstein Conversation Insights

AI call transcripts, trend summaries, and coaching comments

Added later

Buyer Assistant

Routes inbound website chat to the right seller

Added later

Prospecting Center

Fit, intent, and response scoring powered by Data 360

Added later

Quick Cadences and Automated Actions

One-off sequences and rule-based nudges without a full build

Added later

 

The biggest practical change is Cadence Builder 2.0. The Classic builder made you draw a branch after almost every step, which got messy fast. Version 2.0 uses three tracks (main, positive, negative) with entry rules, so a target who replies moves to the positive track no matter which step they were on. Salesforce's current documentation and Trailhead are built around 2.0, so build anything new there.

HVS Pricing in 2026: Which Sales Cloud Editions Include It

I checked the price in September 2026: $50 per seat per month, billed annually, sold as an add-on to your core license. A 25-seat SDR team pays $15,000 a year on top of what it already spends on the platform.

Whether you pay it depends on your edition:

  • Included at no extra cost: Unlimited Edition and Agentforce 1 Sales Edition on the price list; the help documentation also lists Performance Edition
  • Paid add-on: Professional and Enterprise Editions, which already include limited features such as quick cadences and email productivity tools
  • Not included: Sales Dialer, which is a separate add-on license, so click-to-dial from the Work Queue costs extra

Two things catch buyers out. There's no trial license, so you'll be asking your AE for a guided walkthrough rather than testing it yourself. And the license covers sequences and scoring, not phone minutes or SMS credits.

Sales Engagement Configuration Step by Step

The original setup path was five steps. Here's the current one, in the order I'd run it.

  1. Confirm your edition and licenses. Open Setup, search "Company Information," and check the license counts. If they're missing, this is the point to contact your Salesforce account executive, not after you've built sequences.
  2. Turn the features on. In Setup, open Sales Engagement and enable it, then enable inbox and calendar sync so calls and messages log automatically.
  3. Assign permission sets. Give sellers the Sales Engagement User set and the managers who manage sequences the Sales Engagement Cadence Creator set. Keep the two separate; you don't want 40 people editing live sequences.
  4. Connect inboxes and calendars. Every seller links their Google or Microsoft account. Until they do, they can't send from Lightning.
  5. Build one sequence in the 2.0 builder. Start from the documented example for high-scoring records: call, wait two hours, call again and leave a voicemail with a follow-up message, wait two days, repeat until you reach the target or their score drops below your threshold.
  6. Add the components to page layouts. Drop the Sales Engagements component on contact and opportunity pages and the Work Queue into the console or the Outlook and Gmail panes.
  7. Turn on Einstein scoring. It needs enough closed records to train on; the docs list the minimums, and small orgs often don't meet them yet.
  8. Report on it from week one. The outcome reports and the sample dashboard ship with the product, and CRM Analytics adds performance dashboards if you license it. Track step completion and reply rate per sequence.

Our rule with customers: activate one sequence for one team, run it for two weeks, then expand. Every org I've seen ship five sequences on day one ended up with a Work Queue nobody trusted, and adoption never recovered.

SMS in HVS: What Actually Works

This is the question admins ask us most, so here's the straight answer. A sequence can't send a text on its own. The builder supports call, automated and manual email, LinkedIn, wait, and custom steps, and a text is a custom step a seller completes by hand.

To send SMS from the CRM at all, you need Digital Engagement, a separate license, plus an SMS channel per seller and SMS enabled in the composer. Orgs that want to automate the step build a screen flow that runs on it, or an autolaunched flow that fires when the step completes. Third-party messaging and dialer apps such as Tenfold and PhoneIQ fill the same gap with prebuilt connectors.

My advice: start with the manual custom step. It takes an admin five minutes, and you'll learn whether reps actually send texts before you spend on automation.

Native Sequences vs Outreach and Salesloft

Choose the native add-on when your whole sales team already lives in the CRM, and you want the faster rollout: one vendor, one data model, and no sync jobs. Sequence performance shows up in standard reports, and there's nothing to reconcile.

Choose Outreach or Salesloft when you need native SMS steps out of the box (the native builder already has LinkedIn steps), deeper A/B testing on templates, or a sequence engine your marketing and customer success teams will share. Those tools cost more per seat, add an integration to maintain, and are the better fit for B2B orgs that generate pipeline across several CRMs. We've collected the tradeoffs in our Salesloft alternatives roundup.

Where the Add-On Falls Short (What We Tell Customers)

Every buyer should hear these four caveats before signing:

  • No trial license. You're buying on a demo. Ask your AE for a sandbox walkthrough with your own data.
  • No native SMS step. Covered above; budget for the messaging license or a third-party app.
  • Captured email may not be a standard activity record yet. Historically, the capture feature stored synced messages outside Salesforce, which limited reporting. Orgs are being migrated to "Sync Email as Salesforce Activity," but check where yours sits. Our comparison with EAC goes deeper.
  • Classic sequences won't last. If you built on the Classic builder, plan the rebuild in 2.0 now rather than during a release weekend.

Closing the Inbox Gap With Cirrus Insight

The add-on handles the sequence logic. Where sellers still lose time is in the inbox: logging, scheduling, and seeing which prospects are actually engaging. That's where Cirrus Insight, the AI-powered Revenue Workspace built for Salesforce, fits. It works in Gmail and Outlook, preps sellers before meetings, coaches them during calls, and automates CRM updates afterward, alongside the native tools rather than replacing them.

  • Sync every message, meeting, and task to the right record with no manual entry, stored as real records you can report on
  • Buyer Signals show opens, link visits, and replies in real time so you know which step is working and which deals are going quiet
  • Smart Scheduler routes booked meetings to the right seller's calendar and writes the event back to the record
  • Meeting AI preps sellers before calls, and our conversation intelligence coaches them live during the call and captures what was said afterward

The two products don't compete. One decides what to do next; the other makes sure the inbox side of that work lands in the CRM, which is where reps save time, and managers get numbers they trust. Book a demo or start a free trial and run both side by side.

High Velocity Sales FAQs

Is Salesforce High Velocity Sales the Same as Sales Engagement?

Yes. The rename happened in the Summer '22 release. It's the same product with an expanded feature set, including Einstein Conversation Insights, Buyer Assistant, and Prospecting Center.

How Much Does HVS Cost?

The current price is $50 per user per month, billed annually, as an add-on. Unlimited Edition and Agentforce 1 Sales Edition include it. Sales Dialer is priced separately.

Which Editions Include It?

The price list shows Unlimited and Agentforce 1 Sales as included; help documentation adds Performance. Professional and Enterprise Editions buy it as an add-on.

Can a Sequence Send SMS Messages?

Not natively. A text message is a custom step completed by the seller. Automated sending requires a messaging license and a flow that triggers on step completion, or a third-party messaging app.

How Do I Turn On Sales Engagement?

Confirm licenses under Company Information, enable the add-on and inbox sync in Setup, assign the permission sets, connect inboxes, then build your first sequence in the 2.0 builder.

What Is the Difference Between Cadence Builder Classic and 2.0?

Classic uses explicit branches after each step. Version 2.0 uses main, positive, and negative tracks with entry rules, so a target moves tracks based on any response.

How Do You Track Performance and Reply Rates?

Use the outcome reports and the sample dashboard for step completion, reply rate, and conversion by sequence. Pair them with the Activity Metrics fields to see call and message volume per seller, and use the relationship between reply rate and closed revenue to identify which sequences to keep and optimize the rest.