Engagement History
Implementation Guide
Salesforce, Summer ’24
Last updated: July 5, 2024
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CONTENTS
Show Engagement History on Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Considerations for Engagement History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Report on Engagement History Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Comparison of Engagement History Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Use the Metrics Fields Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Use Engagement History Metrics Related Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Using the Engagement History Related List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Using Engagement History Metrics Lightning Component . . . . . . . . . . . . . . . . . . . . . . 10
Add the Engagement History Custom Lightning Component . . . . . . . . . . . . . . . . . . . . . 12
Engagement History Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
SHOW ENGAGEMENT HISTORY ON RECORDS
EDITIONS
Available in: Lightning
Experience
Available in: Account
Engagement Growth, Plus,
Advanced, or Premium
Editions with Salesforce
Essentials, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
USER PERMISSIONS
To use Engagement History:
• Account Engagement
User, CRM User, Sales
Cloud User, or Service
Cloud User permission
set
Together, Account Engagement and Salesforce track valuable engagement data that can tell you
how well your marketing assets resonate with your customer base. Turn on Engagement History
and choose where to surface this valuable data throughout Salesforce in the form of fields, related
lists, and Lightning components.
To use Engagement History, you must connect your Salesforce and Account Engagement campaigns.
Considerations for Engagement History
When you work with Engagement History features, keep these considerations in mind.
Report on Engagement History Data
Engagement History gives you access to prospect engagement data in Salesforce. To better
understand this data, create a custom report that contains engagement metrics alongside
campaign and opportunity data. We recommend five common custom report types for reporting
on marketing assets.
Comparison of Engagement History Features
Engagement History is a generic term for a collection of fields, related lists, and other Lightning
components that make it possible to show valuable prospect engagement data on your most
used records.
Resources
Find out more about how to use Engagement History and reports.
Considerations for Engagement History
EDITIONS
Available in: Lightning
Experience
Available in: Account
Engagement Growth, Plus,
Advanced, or Premium
Editions with Salesforce
Essentials, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
When you work with Engagement History features, keep these considerations in mind.
Prerequisites for Engagement History Features
•
Engagement History requires a verified Salesforce connector and an active Account Engagement
user.
•
Connected Campaigns must be enabled for most features. When campaigns aren’t connected,
values show 0.
Setup and Storage
•
Assets associated with connected campaigns are stored as records in Salesforce and apply to
storage limits. Engagement activities on these assets remain in Account Engagement, and don’t
count toward Salesforce storage limits. For example, let’s say a marketing email syncs to
Salesforce as a list email record. This record counts toward your Salesforce storage limit, but the engagement activities associated
with the record come directly from Account Engagement and don’t count toward Salesforce storage.
•
Engagement History metrics are refreshed every few minutes, typically less than 10.
1
•
Engagement history data in the custom Lightning component is visible in Salesforce, but isn’t available for reports. To see the most
up-to-date information reload the page.
•
Data from email sends to test lists is included in Engagement History and other reports. To exclude test list metrics, associate your
test email with a test campaign.
•
For help with setting up Engagement History features, an Account Engagement admin can use the assistant in Marketing Setup.
Report on Engagement History Data
EDITIONS
Available in: Salesforce
Professional, Enterprise,
Performance, and
Unlimited Editions with All
Account Engagement
Editions
USER PERMISSIONS
To create reports:
• Sales, Service, or CRM
permission set
AND
Create and Customize
Reports
AND
Report Builder
Engagement History gives you access to prospect engagement data in Salesforce. To better
understand this data, create a custom report that contains engagement metrics alongside campaign
and opportunity data. We recommend five common custom report types for reporting on marketing
assets.
Note: Pardot is now known as Marketing Cloud Account Engagement. We wish we could
snap our fingers to update the name everywhere, but you can expect to see the previous
name in a few places until we replace it, including in the app itself.
Refer to the following lists to configure each custom report type, and use the steps to build the
reports you want.
1. From Salesforce Setup, enter Report in the Quick Find box, and then select Report Types.
2. Click New Custom Report Type.
3. In the Fields Available for Reports section, click Edit Layout.
4. In the Field Layout Properties section, click Create New Section.
5. Give the section a title, and then drag the fields as outlined by the asset types listed here.
Campaigns Engagement
•
Primary Object: Campaigns
•
Section 1: Campaigns
•
Section 2: Parent Campaigns
This report includes all landing pages. To include only classic
landing pages, filter the report with the Source “Pardot.”
Landing Pages Engagement
•
Primary Object: Campaigns
•
Relationship: Landing Page, where the A record has at least
one related B record
•
Section 1: Landing Pages
•
Section 2: Campaigns
•
Section 3: Parent Campaigns
This report includes all list emails. To include only emails sent
from Account Engagement, filter the report with the From
Address “Pardot Marketing Automation.”
List Emails Engagement
•
Primary Object: Campaigns
•
Relationship: List Email, where the A record has at least one
related B record
2
Report on Engagement History DataShow Engagement History on Records
•
Section 1: List Emails
•
Section 2: Campaigns
•
Section 3: Parent Campaigns
This report includes data associated with any form and form handler. To show only forms
or form handlers, add a filter on the Type field.
Marketing Forms Engagement
•
Primary Object: Campaigns
•
Relationship: Marketing Form, where the A record has at least one related B record
•
Section 1: Marketing Forms
•
Section 2: Campaigns
•
Section 3: Parent Campaigns
Marketing Links Engagement
•
This report includes data associated with any custom redirect or file. To show only
redirects or files, add a filter on the Type field.
•
Primary Object: Campaigns
•
Relationship: Marketing Link, where the A record has at least one related B record
•
Section 1: Marketing Links
•
Section 2: Campaigns
•
Section 3: Parent Campaigns
Comparison of Engagement History Features
USER PERMISSIONS
To use Engagement History:
• Account Engagement
User, CRM User, Sales
Cloud User, or Service
Cloud User permission
set
Engagement History is a generic term for a collection of fields, related lists, and other Lightning
components that make it possible to show valuable prospect engagement data on your most used
records.
Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers
to update the name everywhere, but you can expect to see the previous name in a few places until
we replace it, including in the app itself.
Note:
•
All Engagement History components require a CRM User, Sales Cloud User, or Service
Cloud User permission set.
•
The majority of Engagement History components are available with all Account
Engagement editions. Engagement History Dashboards require Growth, Plus, Advanced,
or Premium edition.
•
Components using the List Emails object include automated emails from Engagement
Studio, completion actions, and automation rules. They don’t include operational emails.
•
Objects marked in this table with an asterisk (*) show engagement history data by default.
PrerequisitesData StorageAvailable On...Feature
SalesforceMetrics Fields on page 5
•
Connected Campaigns
•
Campaign
3
Comparison of Engagement History FeaturesShow Engagement History on Records
PrerequisitesData StorageAvailable On...Feature
•
Marketing Link*
•
Field-level security: Access to engagement
history metrics
•
Marketing Form*
•
Landing Page*
•
List Email
SalesforceCampaignRelated List (Marketing Assets)
on page 8
•
Connected Campaigns
Account EngagementRelated List (Activities) on page
9
••
Logged in to Account Engagement via
Salesforce SSO
Lead
•
Contact
•
Account
•
Person Account
•
List Email
•
Marketing Link*
•
Marketing Form*
•
Landing Page*
SalesforceCampaignEngagement History Metrics
Lightning Component on page
10
•
Connected Campaigns
Account EngagementEngagement History Custom
Lightning Component on page
12
••
Logged in to Account Engagement via
Salesforce SSO
Lead
•
Contact
•
Person Account
CRM Analytics platform
This data is updated
every 8 hours.
Engagement History Dashboard
Lightning Component on page
14
•
Pardot permission set
•
Campaign
• •
Account Connected Campaigns (for a dashboard on
campaign records only)
•
Lead
•
Contact
•
Person Account
•
Opportunity
Use the Metrics Fields Component
Add Engagement History metrics as fields on connected campaigns and asset records. You can also build a custom report based on
the Campaign object. These tools can help you determine which marketing assets are most effective.
Use Engagement History Metrics Related Lists
Add the Engagement History Metrics related list to your campaign records to find the relationships that grow among campaigns,
prospects, and assets.
Using the Engagement History Related List
The Engagement History related list includes an activity feed of recent prospect engagement. It appears by default on most of your
marketing asset records, but you can also add it to your list email, lead, contact, account, or person account records.
4
Comparison of Engagement History FeaturesShow Engagement History on Records
Using Engagement History Metrics Lightning Component
Add the Engagement History Metrics Lightning component to your campaign records to show high-level metrics associated with
the marketing assets in your connected campaigns.
Add the Engagement History Custom Lightning Component
Add the Engagement History Custom Lightning component to your lead, contact, and person account records to show how people
interact with your marketing assets. This component comes with your Account Engagement AppExchange package.
Engagement History Dashboards
An Engagement History Dashboard is powered by CRM Analytics and gives sales and marketing users the power to explore and
visualize important data. Embed an Engagement History Dashboard component on campaign, account, lead, contact, person account,
or opportunity records. The dashboard shows widgets that are tailored to each type of record.
Use the Metrics Fields Component
EDITIONS
Available in: Salesforce
Professional, Enterprise,
Performance, and
Unlimited Editions with All
Account Engagement
Editions
USER PERMISSIONS
To view Engagement History
metrics:
• Account Engagement
User, CRM User, Sales
Cloud User, or Service
Cloud User
Add Engagement History metrics as fields on connected campaigns and asset records. You can also
build a custom report based on the Campaign object. These tools can help you determine which
marketing assets are most effective.
What’s Included?
•
Engagement metrics from all asset types, via Salesforce connected campaign records
•
Automated email metrics from after December 14, 2018
Note: This component doesn’t show activity associated with archived prospects, filtered
visitors, or operational emails.
5
Use the Metrics Fields ComponentShow Engagement History on Records
More About Metrics
To show any of these fields on campaign records, add them on the page layout. Choose the fields that make the most sense for your
users, and group them under a section with a label, such as Engagement Metrics. By default, marketing asset records include the available
metrics from this chart.
Available MetricsAssociated Account Engagement
Asset
Salesforce Object
List emails and automated email
(operational emails excluded)
List Email
•
Total Delivered
•
Delivery Rate
•
Total Soft Bounced
•
Total Hard Bounced
•
Total Opens
•
Unique Opens
•
Open Rate Click Through Rate
•
Unique Click-Through Rate
•
Click to Open Ratio
•
Unique Opt-Outs
•
Opt-Out Rate
6
Use the Metrics Fields ComponentShow Engagement History on Records
Available MetricsAssociated Account Engagement
Asset
Salesforce Object
•
Total Spam Complaints
•
Spam Complaint Rate
•
Total Tracked Link Clicks
•
Unique Tracked Link Clicks
Landing pagesLanding Page
•
Total View
•
Unique Views
•
Total Form Submissions
•
Unique Form Submissions
•
Form Submission Rate
•
Total Form Errors
•
Unique Form Errors
•
Form Error Rate
•
Total Tracked Link Clicks
•
Unique Tracked Link Clicks
Files and custom redirectsMarketing Link
•
Total Tracked Link Clicks
•
Unique Tracked Link Clicks
Forms and form handlersMarketing Form
•
Total View
•
Unique Views
•
Total Form Submissions
•
Unique Form Submissions
•
Form Submission Rate
•
Total Form Errors
•
Unique Form Errors
•
Form Error Rate
•
Total Tracked Link Clicks
•
Unique Tracked Link Clicks
Two sets of these fields are available—to reflect the campaign
and the campaign hierarchy.
N/ACampaigns
•
Total Emails Delivered (via List Email object)
•
Unique Email Opens (via List Email object
•
Unique Email Tracked Link Clicks (via List Email object)
•
Total Form Views (via Marketing Form object)
•
Total Form Submissions (via Marketing Form object)
•
Unique Marketing Link Clicks (via Marketing Link object)
•
Total Landing Page Views (via Landing Page object)
7
Use the Metrics Fields ComponentShow Engagement History on Records
Available MetricsAssociated Account Engagement
Asset
Salesforce Object
•
Total Landing Page Form Submissions (via Landing Page
object)
Use Engagement History Metrics Related Lists
EDITIONS
Available in: Salesforce
Professional, Enterprise,
Performance, and
Unlimited Editions with All
Account Engagement
Editions
Add the Engagement History Metrics related list to your campaign records to find the relationships
that grow among campaigns, prospects, and assets.
What’s Included?
•
Engagement metrics from all asset types, via Salesforce connected campaign records
•
Automated email metrics from after December 14, 2018
Note: This component doesn’t show filtered visitor activity or activity associated with archived
prospects.
More About Engagement History Metrics
To display the metrics you need most, place the Engagement History Metrics related list on your campaign records. The Metrics related
list displays performance indicators for each asset type. For example, sends and opens for a list email, or views and form submissions for
a landing page.
Related lists for Landing Page, List Email, Marketing Form, and Marketing Link are available in the related lists section of your page layouts.
The List Emails related list includes automated emails from Engagement Studio, completion actions, and automation rules. It doesn’t
include operational emails. The Program Name field isn’t default on this related list, but you can add it in the page layout editor.
8
Use Engagement History Metrics Related ListsShow Engagement History on Records
Using the Engagement History Related List
EDITIONS
Available in: Salesforce
Professional, Enterprise,
Performance, and
Unlimited Editions with All
Account Engagement
Editions
The Engagement History related list includes an activity feed of recent prospect engagement. It
appears by default on most of your marketing asset records, but you can also add it to your list
email, lead, contact, account, or person account records.
What’s Included?
•
Engagement metrics from all asset types that originate in Account Engagement
•
Some automated email activities, depending on where the related list is
•
Localization based on your business unit locale setting (or Salesforce, when User Sync is in
enabled)
Note: This component doesn’t show filtered visitor activity or activity associated with archived prospects.
More About Engagement History
To show this activity data on a record, drag the Engagement History related list to a tab on your page layout. We recommend placing
it on a tab that doesn’t load by default because a long list can affect page load speed.
This related list shows the last 30 days of data and presents different data fields depending on the object that displays it. Available fields
for each object are listed in this chart.
Available FieldsObject
Account
•
Prospect
•
Asset Name
•
Asset Type
•
Activity Type
•
Activity Date
9
Using the Engagement History Related ListShow Engagement History on Records
Available FieldsObject
Lead, Contact, Person Account
•
Asset Name
•
Asset Type
•
Activity Type
•
Activity Date
List Email, Marketing Form, Marketing Link, Landing Page
•
Prospect
•
Activity Type
•
Activity Date
Using Engagement History Metrics Lightning Component
EDITIONS
Available in: Salesforce
Professional, Enterprise,
Performance, and
Unlimited Editions with All
Account Engagement
Editions
Add the Engagement History Metrics Lightning component to your campaign records to show
high-level metrics associated with the marketing assets in your connected campaigns.
What’s Included?
•
Engagement metrics from all asset types, via Salesforce connected campaign records
•
Automated email metrics from after December 14, 2018
Note: This component doesn’t show activity associated with archived prospects, filtered
visitors, or operational emails.
10
Using Engagement History Metrics Lightning ComponentShow Engagement History on Records
To add this component, open the Lightning App Builder and look in the Standard components list. Select and drag the Engagement
Metrics component into a tab on your page layout.
11
Using Engagement History Metrics Lightning ComponentShow Engagement History on Records
Add the Engagement History Custom Lightning Component
EDITIONS
Available in: Salesforce
Professional, Enterprise,
Performance, and
Unlimited Editions with All
Account Engagement
Editions
USER PERMISSIONS
To view Engagement History
metrics:
• Account Engagement
User, CRM User, Sales
Cloud User, or Service
Cloud User
Add the Engagement History Custom Lightning component to your lead, contact, and person
account records to show how people interact with your marketing assets. This component comes
with your Account Engagement AppExchange package.
What’s Included?
•
Engagement activities from all asset types that originate in Account Engagement
•
Some automated email activities, depending on where the related list is
•
Localization based on your business unit locale setting (or based on Salesforce, when User Sync
is enabled)
Note: This component doesn’t show filtered visitor activity or activity associated with archived
prospects.
1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select
Lightning App Builder.
2. Select the Lead or Contact page that you want to work with, and click Edit.
3. In the Components list, enter Engagement History, and then select Engagement
History.
4. Drag the Engagement History component where you want it to appear in the page layout.
5. Save your work.
6. To manage assignment details, click Activation.
Engagement History Custom Lightning Component Activity Glossary
These prospect activities appear in the Engagement History Custom Lightning component. The component doesn’t show activities
for archived prospects.
Engagement History Custom Lightning Component Activity Glossary
These prospect activities appear in the Engagement History Custom Lightning component. The component doesn’t show activities for
archived prospects.
DescriptionActivity
Prospect clicked an AddThis icon in an email and shared your
marketing content.
AddThis Share
Prospect clicked a tracked link. Includes custom redirects and
tracked links in emails, thank you content, and social messages.
Tracked Link Clicked
Email sent to the prospect hard bounced due to an invalid email
address. The prospect was automatically marked Do Not Email. If
Email Hard Bounce
your account allows multiple prospects with the same email
address, prospect records show a bounce if a prospect with the
same email address bounces.
Prospect opened an email.Email Open
Prospect resubscribed to emails from the unsubscribe page.Email Resubscribe
12
Add the Engagement History Custom Lightning ComponentShow Engagement History on Records
DescriptionActivity
Prospect was sent an email.Email Sent
Email sent to the prospect soft bounced due to the prospect’s mail
server being unavailable. The prospect is still mailable, but is marked
Email Soft Bounce
Do Not Email after five soft bounces. If your account allows multiple
prospects with the same email address, the prospect record shows
a bounce if a prospect with that email address bounces.
Prospect reported spam from the prospect’s email client. This
prospect is marked Do Not Email.
Email Spam Complaint
Prospect clicked unsubscribe in an Account Engagement email or
unsubscribed from an Email Preference Center. If your account
Email Unsubscribe
allows multiple prospects with the same email address, prospect
records show an unsubscribe when a prospect with that email
address unsubscribes.
Prospect viewed an email preference page.Email Preferences Open
Prospect viewed a form or form handler.Form View
Prospect had an error when submitting a form or form handler.
Errors are often due to the prospect leaving a field blank or
submitting invalid information.
Form Error
Prospect successfully submitted a form or form handler, including
forms on landing pages.
Form Success
Prospect viewed a landing page.Landing Page View
Prospect clicked a link to a non-image file hosted by Account
Engagement.
File Accessed
Prospect contacted one of your users through the Olark live chat
connector, and the chat conversation was recorded.
Olark Live Chat
Opportunity was associated with this prospect.Opportunity Associated
Opportunity was created for this prospect.Opportunity Created
Opportunity for this prospect was lost.Opportunity Lost
Opportunity for this prospect was won.Opportunity Won
Prospect viewed a priority page.Priority Page View
Prospect searched for a term on your website’s site search. The
search term is also listed in the activity.
Site Search
Wistia video played or viewed.Wistia Video Viewed
A prospect’s visitor session. Includes the number of pages viewed
during the session and referrer information.
Website Visit
Prospect attended a webinar via GoToWebinar, WebEx, or
ReadyTalk.
Webinar Attended
13
Add the Engagement History Custom Lightning ComponentShow Engagement History on Records
DescriptionActivity
Prospect registered for a webinar via GoToWebinar, WebEx, or
ReadyTalk.
Webinar Registered
Prospect invited to a webinar.Webinar Invited
Prospect accepted webinar invitation.Webinar Accepted
Prospect absent from a webinar that the prospect registered for
via GoToWebinar, WebEx, or ReadyTalk.
Webinar Absent
Prospect registered for an event.Event Registered
Prospect attended an event.Event Attended
Prospect visit resulting from natural search.Natural Search
Prospect visit resulting from paid search.Paid Search
Engagement History Dashboards
EDITIONS
Available in: Salesforce
Professional (with API
access), Enterprise,
Performance, and
Unlimited Editions with
Account Engagement
Growth, Plus, Advanced, or
Premium Edition
An Engagement History Dashboard is powered by CRM Analytics and gives sales and marketing
users the power to explore and visualize important data. Embed an Engagement History Dashboard
component on campaign, account, lead, contact, person account, or opportunity records. The
dashboard shows widgets that are tailored to each type of record.
Considerations for Engagement History Dashboard
When you work with Engagement History Dashboards, keep these considerations in mind.
Engagement History Dashboard Differences
The Engagement History Dashboard is available on a few types of records, and shows slightly
different information based on where it’s placed.
Turn On Engagement History Dashboards
Start exploring Account Engagement marketing data on your Salesforce campaign, account, lead, contact, and person account
records. Use Marketing Setup to turn on the feature and assign permissions. Then, embed a dashboard by adding the Engagement
History Dashboard component to Lightning pages.
Considerations for Engagement History Dashboard
EDITIONS
Available in: Salesforce
Professional (with API
access), Enterprise,
Performance, and
Unlimited Editions with
Account Engagement
Growth, Plus, Advanced, or
Premium Edition
When you work with Engagement History Dashboards, keep these considerations in mind.
Permissions and Allocations
•
If you use Professional Edition, make sure that your org has the API add-on.
•
Your edition determines how many user licenses are allotted for sales and marketing users.
–
Growth: 5
–
Plus: 10
–
Advanced: 20
–
Premium: 20
14
Engagement History DashboardsShow Engagement History on Records
•
The Analytics View Only Embedded App permissions set license gives your sales and marketing users access to analytics data and
Engagement History Dashboards. It doesn’t allow access to Analytics Studio.
•
The data inside Engagement History Dashboards originates from Account Engagement and is pushed into CRM Analytics. This data
doesn’t count toward Salesforce storage limits, but records do count toward CRM Analytics data row limits.
•
Connected Campaigns isn’t required to use Engagement History Dashboards, but it’s recommended for the full dashboard functionality.
•
For Account Engagement Growth Edition, Engagement History can sync up to 90 days or 50 million rows of data, whichever comes
first. For Account Engagement Plus, Advanced, and Premium Editions where B2B Marketing Analytics and the Prospect and Activity
dataset are enabled, these features can sync up to 3 years or 35 million rows in total.
•
For emails sent through Engagement Studio, the Engagement History dataset includes send data only for engagement programs
that were created after December 14, 2018.
Working with Dashboards
•
The first sync is always the biggest. Allow more than 24 hours for the initial sync of metrics data. The dataset is then refreshed every
8 hours.
•
Engagement History Dashboards aren’t supported in Internet Explorer 11.
•
Data from unconnected campaigns is available in the dashboard, but it can’t be acted on. To click an asset or activity, the asset or
activity must be related to a connected campaign. An application error appears when you attempt to interact with an item related
to an unconnected campaign.
•
If data is missing from the dashboard, it’s usually because there’s no data associated for the record in the given timeframe.
•
Website visits come from the Engagement History dataset and have no corresponding Salesforce records.
•
Learn how to embed dashboards in Lightning pages.
Dashboards and Multiple Business Units
•
Because of the nature of leads, contacts, and person accounts, dashboards on these records show data for only one business unit
at a time.
•
Dashboards on accounts, campaigns, and opportunities can show data associated with more than one business unit.
•
A user’s access and sharing settings determines whether they can act on datapoints. For example, if Luz has access to Business Unit
A only, the Account dashboard can show data that originates in Business Units B and C. However, she can’t open any records from
B or C.
Using the Opportunity Dashboard
•
This dashboard uses activity dates to associate engagement to open opportunities.
•
Reference lines appear only when an opportunity has a role assigned or when the opportunity’s dates fall within the dataset date
range.
•
In the Contact widget, contacts with an unassigned contact role are labeled Unspecified. If a contact has no role, it’s labeled None.
•
If data is missing from the Opportunity dashboard, it’s usually because no opportunity contact roles are assigned.
15
Engagement History DashboardsShow Engagement History on Records
Engagement History Dashboard Differences
EDITIONS
Available in: Salesforce
Professional (with API
access), Enterprise,
Performance, and
Unlimited Editions with
Account Engagement
Growth, Plus, Advanced, or
Premium Edition
The Engagement History Dashboard is available on a few types of records, and shows slightly
different information based on where it’s placed.
Engagement History Dashboards have some similarities, such as availability and permissions. All
the dashboards are based on valid, unfiltered visitor and prospect data. Data includes visitors that
have a prospect ID, including archived prospects. But because the dashboards work on a variety of
records, the filtering and widgets used on each dashboard type differ slightly.
The four types of dashboards are based on campaigns, opportunities, accounts, or leads and contacts.
Each type has some basic filtering, which makes the dashboard relevant to the record that it appears
on. From there, users can explore the data with more filters.
WidgetsDescriptionAvailable onDashboard Type
Graph: Engagement
Trends
Shows engagement
activity on campaign
assets filtered by the
Campaign recordsCampaign dashboard
Table: Engagement
Detail
selected campaign
record
Graphs: Campaign
Activities, Engagement
over Time, Most Active
Shows campaign
activity and active
contacts filtered by the
selected account
record
Account recordsAccount dashboard
Table: Engagement
Detail
Graphs: Activity Over
Time, Engaged
Shows the person’s
activity by campaign
and asset filtered by
Lead, contact, and
person account
records
Lead/Contact
dashboard
Campaigns, Engaged
Content
the selected account
record
Table: Engagement
Detail
Graphs: Activity
Timeline (Filter by
Shows engagement
activity associated with
contacts or person
Opportunity recordsOpportunity
dashboard
Contact), Activity by
Campaign
accounts that have an
opportunity contact
Table: Engagement
Detail
role. This dashboard is
filtered by the selected
opportunity record
and its associated
account
16
Engagement History DashboardsShow Engagement History on Records
Turn On Engagement History Dashboards
EDITIONS
Available in: Salesforce
Professional (with API
access), Enterprise,
Performance, and
Unlimited Editions with
Account Engagement
Growth, Plus, Advanced, or
Premium Edition
USER PERMISSIONS
To enable Engagement
History Dashboards:
• Customize Application
To view Engagement History
Dashboards:
• Analytics View Only User
permission set
Start exploring Account Engagement marketing data on your Salesforce campaign, account, lead,
contact, and person account records. Use Marketing Setup to turn on the feature and assign
permissions. Then, embed a dashboard by adding the Engagement History Dashboard component
to Lightning pages.
1. From Marketing Setup, in the Quick Find box, enter Engagement History, and then
select Engagement History.
2. Jump to step 3 and turn on Engagement History Dashboards.
3. Using the Lightning App Builder, find the Engagement History Dashboard component in the
Standard section, and drag it into a tab.
4. In Marketing Setup, assign the Analytics View Only User permission set to each user who wants
to see the dashboard.
5. Customers using Plus, Advanced, or Premium editions with B2B Marketing Analytics can turn
on access to up to three years of engagement data. (Optional)
a. From Marketing Setup, in the Quick Find box, enter Analytics, and then select B2B
Marketing Analytics.
b. Click Optional Features, and expand Identify Your Most Engaged Prospects.
c. Click Enable Dataset.
Note: If your account doesn’t have the system users Analytics Cloud Integration User and
Analytics Cloud Security User, they’re added to your account when you enable Engagement
History Dashboards.
It can take more than 24 hours for data to sync the first time. We recommend that you wait for data to appear before you assign access
to users.
Resources
EDITIONS
Available in: Salesforce
Professional, Enterprise,
Performance, and
Unlimited Editions with
Account Engagement
Growth, Plus, Advanced, or
Premium Edition
Find out more about how to use Engagement History and reports.
•
Blog: How to Report on Marketing Activities with Engagement History
•
Knowledge Article: Five recommended custom report types for Engagement History
17
ResourcesShow Engagement History on Records
