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.
Required Editions
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Available in: Salesforce Professional (with API access), Enterprise,
Performance, and Unlimited Editions with Account Engagement Growth,
Plus, Advanced, or Premium
Edition
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- Considerations for Engagement History Dashboard
When you work with Engagement History Dashboards, keep these considerations in mind.
- 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.
- 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.
