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.
Required Editions
|
Available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with any Account Engagement Edition |
| User Permissions Needed | |
|---|---|
| To view Engagement History metrics: |
Account Engagement User, CRM User, Sales Cloud User, OR Service Cloud User permission set AND Account Engagement Package permission set AND Marketing User checkbox selected on the user record |
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)
This component doesn’t show filtered visitor activity or activity associated with archived prospects.
- From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
- Select the Lead or Contact page that you want to work with, and click Edit.
- In the Components list, enter Engagement History, and then select Engagement History.
- Drag the Engagement History component where you want it to appear in the page layout.
- Save your work.
- 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.