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.
Required 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
Needed |
| To use Engagement History: |
Account Engagement User, CRM User, Sales Cloud User, or Service Cloud User
permission set |
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.
- 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.
- Configure Engagement History Features
Engagement History features display marketing engagement data on connected Salesforce records. After you configure Connected Campaigns in Account Engagement, you can add Engagement History components. You can decide which components to include and customize your records in Marketing Setup.
- 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.
