In addition to standard Sales Engagement reports you can create custom report types to link cadence trackers with leads, contacts, accounts, and other objects. Cadence trackers represent the targets that you add to cadences.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
Beyond standard reports, you can take advantage of other report types to unlock more fields. A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects.
If an object you’re interested in isn’t included in the standard reports, create a report type to access that object’s fields. Common use cases are:
- Accounts and Cadence Trackers
- Opportunity Contact Roles and Cadence Trackers
- Email Messages with Contacts and Email Messages with Leads (if you don’t use Einstein Activity Capture)
Custom Report Types Included with Sales Engagement
Sales Engagement includes several custom report types. Sample reports are available for each report type.
| Custom Report Type | Description |
|---|---|
| Cadences & Steps | Sales cadences and the associated steps. Allows reporting on information such as the engagement of each sales cadence. |
| Cadences & Steps with Monthly Metrics | Sales cadences and the associated steps. Allows reporting on information such as the engagement of each sales cadence by month. |
| Cadences & Trackers | Sales cadences and associated trackers. Allows reporting on information such as the exit status for each target. |
| Cadences and Trackers (Inner join) | Sales cadences and associated trackers. Allows reporting on information such as the exit status for each target. |
| Call Script Engagement Report | Which call script results in the best target engagement? |
| Contacts and Cadence Trackers | Contacts and associated trackers |
| Contacts and List Email Sent Result Engagement | Engagement data for contacts with at least one related record from the List Email Sent Results object. |
| Contacts with Email Message Engagements | Engagement data for contacts with email messages. |
| Contact with Call Engagement | Engagement data for contacts with logged calls. |
| Email Template Engagement Report | Which email template results in the best target engagement? |
| Email Messages & Email Message Relations Engagement | Engagement data based on email message and email message relation objects. |
| Leads and Cadence Trackers | Leads and associated trackers |
| Leads with Call Engagement | Engagement for leads with logged calls. |
| Leads with Email Message Engagements | Engagement data for leads with email messages. |
| Leads with List Email Sent Result Engagement | Engagement data based on leads with at least one List Email Sent results record. |
| List Email & List Email Sent Result Engagement | Engagement based on list emails with at least one List Email Sent Results record. |
| Leads With or Without Cadence Trackers | Leads that may or may not have sales cadence trackers |
| User with Call Engagement | Engagement data for users with logged calls. |
| Users with Email Message Engagements | Engagement data for users with email messages. |
| Users with List Email and List Email Sent Result | Engagement data based for users with list email and at least one List Email Sent Results related record. |
Custom Report Types Administrators Can Create for Sales Engagement
If the included report types don’t meet your business needs, you can create other custom report types in Setup. These are some examples.
| Report Type | Purpose | Considerations |
|---|---|---|
| Accounts + Cadence Trackers | Combining accounts with cadence trackers lets sales managers see which of their person accounts are in a cadence and how each completed it. |
Because you can add only person accounts to cadences, the report includes just those accounts. To use this report type, enable person accounts in Setup. |
| Opportunity Contact Roles + Cadence Trackers | Combining opportunity contact roles with cadence trackers lets sales managers see which of their opportunity contacts are in a cadence and how each completed it. | -- |
Email Message Report Types
Your admin can create custom report types to show record level detail for individual email sends.
Record-level details include:
- Details of the email, such as to/from/cc and subject/body.
- First open and last open engagements, and linked replies.
- Contact or lead details, when those objects are joined to the report.
Email message records aren’t generated for Einstein Activity Capture-enabled users.
You can create these custom report types in Setup.
| Report Type | Purpose |
|---|---|
| Email Message and Contacts | Managers and sellers can drill into email details to surface information like send and recipient info, send time, first/last open date stamps, subject, and body details. |
| Email Message and Leads | Managers and sellers can drill into email details to surface information like send and recipient info, send time, first/last open date stamps, subject, and body details. |
- Glossary of Sales Engagement Reporting Terms and Objects
Sales Engagement introduces several new terms and objects. Understanding these objects helps you make the most effective use of Sales Engagement reporting. - Glossary of Sales Engagement Email Metrics Fields
Sales Engagement reports contain many fields that show email activity and recipient engagement. You can also use these fields when building your own reports.