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Turn On Unified Engagement History Dashboards

To make valuable engagement data available for your sales and marketing teams, turn on Unified Engagement History Dashboards. Then, add the components to account, lead, contact, and opportunity record pages.

Required Editions

Available in:

  • Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition and the Distributed Marketing add-on
  • Salesforce Enterprise and Unlimited Editions with any Marketing Cloud Engagement+ Edition that includes the Distributed Marketing add-on
  • Salesforce Enterprise and Unlimited Editions with any Marketing Cloud Account Engagement Edition that includes access to Marketing Cloud Next Growth or Advanced Edition with the Sales Emails and Alerts add-on
User Permissions Needed
To turn on Unified Engagement History: System Administrator profile
To install Marketing Performance Intelligence: Data Cloud Architect AND Marketing Cloud Admin permission sets
Note
Note To view unified engagement data from a specific business unit, a user must have a profile in that business unit. See Business Units in Marketing Cloud Next.
  1. From Setup, in the Quick Find box, enter Unified Engagement.
  2. Under Marketing Features, select Unified Engagement History Dashboards.
  3. Turn on Unified Engagement History Dashboards.
  4. Click Set Up Permissions.
  5. From the Permission Sets page in Setup, assign permission sets to users to give them viewer access to unified engagement data. See Assign Permission Sets for Marketing Cloud Next.
    1. Assign the View Unified Engagement History Dashboards permission set.
    2. If you have Salesforce Foundations, assign the Tableau Next Limited Viewer permission set. For all other orgs, assign the Tableau Next Included App Business User permission set.
  6. Deploy the required marketing data kits.
    The sales data kit includes certain data mappings that make Unified Engagement History Dashboards work. If you don’t deploy the sales data kit, manually configure the data mappings to continue dashboard setup.
  7. Install or update the Marketing Performance Intelligence app. This process can take several minutes to complete.
    If the install button is unavailable, Marketing Performance Intelligence is installed already.
  8. Add the Unified Engagement History Dashboard component to the record pages. See Create and Configure Lightning Experience Record Pages.

Manually Configure Data Mappings

The sales data kit includes certain data mappings that make Unified Engagement History Dashboards work. If you manage customer identity outside of Salesforce, or want more control over which CRM data to bring into Data 360, and still want to set up Unified Engagement History Dashboards, you can manually configure these data mappings.

  1. In Data Cloud, go to Data Streams, and then click New.
  2. Select Salesforce CRM, and then click Next.
  3. On the View Bundles tab, confirm your org, select Sales, and then click Next.
  4. Verify that these fields are selected for each object.
    Object Fields
    Account

    Id
    Name
    Contact

    Id
    Individual
    Name
    Account
    Title
    Lead

    Id
    Individual
    Name
    Converted Account
  5. Click Next.
  6. Choose a data space and deploy.