Steps to enable Engagement History
Posted: Sun Dec 22, 2024 6:11 am
If you’ve stuck with me this far, I hope you are now ready to set this up. Below I have detailed the steps to enable Engagement History.
1. Firstly check what version your org is. Engagement mobile phone number in cambodia History is available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with Pardot Growth, Plus, or Advanced Editions Edition. There are a few points to consider depending on your edition. For users with Growth Edition, Engagement History can sync up to 90 days or 10 million rows of data, whichever comes first. For Plus Edition and above, users can sync up to 35 million rows or 3 years of historical data. To do this, customers must have B2B Marketing Analytics and the Prospect and Activity dataset enabled.
2. Next, ensure users have the correct permission set in order to view Engagement History. Users need either CRM User, Sales User, or Service User permission set.
3. In Salesforce, go to Setup, and from the Quick Find box, search for Pardot and select Engagement History.
4. What’s great about Salesforce is they have an easy to follow step-by-step guide ready for you. Simply follow the steps on the setup page to turn on Engagement History. Click the arrow next to the first option (Show Engagement History on Campaign Records), then click Go to Page Layout Setup.
screenshot of engagement history on campaign records in Salesforce
5. Click into the campaign page layout and select Related Lists, here you can see all Related Lists that you want visible on your page layout. To add a Related List simply drag and drop to the area you’d like it displayed. The options are:
Campaign hierarchy
Campaign members
Campaign member statuses
Landing pages
List emails
Marketing forms
Marketing clicks
Activity history
Open activities
Influenced opportunities
6. To add the Engagement History Metrics, use the Lightning Record Pages. To show recent engagement with marketing assets, we can add the custom component to your lead, contact, and person account record pages (note: this component comes with your Pardot AppExchange package). Select the page that is used. If no pages have been set up, on the right-hand corner click New, then Record Type. Here you can create a brand new Lightning Record page and access the Lightning App Builder.
Screenshot of how to add the Salesforce Engagement History Metrics
Screenshot of how to create a brand new Lightning Record page in Salesforce
7. Once on the Lightning App Builder, use the quick find search box and enter Engagement Metrics’. Similar to step 3, drag and drop this section on the page layout.
Components screenshot
8. Next, it’s time to Enable Embedded Engagement History Dashboards. To ensure you can enable Engagement History Dashboards, make sure you have the Customise Application permission.
9. Once your user has the correct permissions, repeat step 3 (access Setup > and in the Quick Find Box search for Engagement History). The bottom of the page will have step 3: Enable Embedded Engagement History Dashboards. Here we want to switch the toggle to On.
10. Access the Lightning App Builder Campaign Page layout we created/edited in step 6 and find the Engagement History Dashboard component located in the Standard Components section.
11. Before you drag the component into the tab, we recommend creating a new tab explicitly for this component. To create a new tab, select Add Tab’ from the sidebar. Here we will choose the option Custom’ and enter the name of the tab. We recommend naming it Engagement’ or Reporting’.
12. Now drag the Engagement History Dashboard component into your tab and save the page.
13. The component now needs to sync, and like most things the first sync is always the biggest, so please allow 24 hours for metrics to sync and appear correctly. After this initial sync, the data will be refreshed every 8 hours.
14. Once the initial sync has successfully run, it is time to share your work with the team! To allow users to view Engagement History Dashboards, assign them the Analytics View Only Embedded App’ permission set.
15. Now your users will be able to view the Engagement History Dashboard on Campaigns! To go the extra mile, follow the above steps and add the Engagement History Dashboard on Opportunities and Account Page Layouts.
Now, if you are like me and prefer the Engagement Metric fields, this is how we can create a report by using custom report types.
Firstly, ensure you have enabled custom report types. Navigate to Setup, enter Pardot in the Quick Find Box and select Engagement History.
Once enabled, go back to Setup and this time search for ‘Report Types' in your Quick Find Box.
To create a new custom report, click on ‘New Custom Report Type' and enter all details.
Once you’ve successfully created your custom report type, scroll down the page to the section titled ‘Fields Available for Reports’ and click Edit Layout.
Under ‘Field Layout Properties', click Create New Section.
Title your new section, then drag and drop relevant fields you’d like to include.
I highly recommend creating custom report types for marketing assets, as Salesforce users can quickly run reports on engagement across all marketing assets using the campaign object.
I hope you are now ready to go and set up Engagement History in your org, but feel free to send our team a message if you have any questions or require support.
1. Firstly check what version your org is. Engagement mobile phone number in cambodia History is available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with Pardot Growth, Plus, or Advanced Editions Edition. There are a few points to consider depending on your edition. For users with Growth Edition, Engagement History can sync up to 90 days or 10 million rows of data, whichever comes first. For Plus Edition and above, users can sync up to 35 million rows or 3 years of historical data. To do this, customers must have B2B Marketing Analytics and the Prospect and Activity dataset enabled.
2. Next, ensure users have the correct permission set in order to view Engagement History. Users need either CRM User, Sales User, or Service User permission set.
3. In Salesforce, go to Setup, and from the Quick Find box, search for Pardot and select Engagement History.
4. What’s great about Salesforce is they have an easy to follow step-by-step guide ready for you. Simply follow the steps on the setup page to turn on Engagement History. Click the arrow next to the first option (Show Engagement History on Campaign Records), then click Go to Page Layout Setup.
screenshot of engagement history on campaign records in Salesforce
5. Click into the campaign page layout and select Related Lists, here you can see all Related Lists that you want visible on your page layout. To add a Related List simply drag and drop to the area you’d like it displayed. The options are:
Campaign hierarchy
Campaign members
Campaign member statuses
Landing pages
List emails
Marketing forms
Marketing clicks
Activity history
Open activities
Influenced opportunities
6. To add the Engagement History Metrics, use the Lightning Record Pages. To show recent engagement with marketing assets, we can add the custom component to your lead, contact, and person account record pages (note: this component comes with your Pardot AppExchange package). Select the page that is used. If no pages have been set up, on the right-hand corner click New, then Record Type. Here you can create a brand new Lightning Record page and access the Lightning App Builder.
Screenshot of how to add the Salesforce Engagement History Metrics
Screenshot of how to create a brand new Lightning Record page in Salesforce
7. Once on the Lightning App Builder, use the quick find search box and enter Engagement Metrics’. Similar to step 3, drag and drop this section on the page layout.
Components screenshot
8. Next, it’s time to Enable Embedded Engagement History Dashboards. To ensure you can enable Engagement History Dashboards, make sure you have the Customise Application permission.
9. Once your user has the correct permissions, repeat step 3 (access Setup > and in the Quick Find Box search for Engagement History). The bottom of the page will have step 3: Enable Embedded Engagement History Dashboards. Here we want to switch the toggle to On.
10. Access the Lightning App Builder Campaign Page layout we created/edited in step 6 and find the Engagement History Dashboard component located in the Standard Components section.
11. Before you drag the component into the tab, we recommend creating a new tab explicitly for this component. To create a new tab, select Add Tab’ from the sidebar. Here we will choose the option Custom’ and enter the name of the tab. We recommend naming it Engagement’ or Reporting’.
12. Now drag the Engagement History Dashboard component into your tab and save the page.
13. The component now needs to sync, and like most things the first sync is always the biggest, so please allow 24 hours for metrics to sync and appear correctly. After this initial sync, the data will be refreshed every 8 hours.
14. Once the initial sync has successfully run, it is time to share your work with the team! To allow users to view Engagement History Dashboards, assign them the Analytics View Only Embedded App’ permission set.
15. Now your users will be able to view the Engagement History Dashboard on Campaigns! To go the extra mile, follow the above steps and add the Engagement History Dashboard on Opportunities and Account Page Layouts.
Now, if you are like me and prefer the Engagement Metric fields, this is how we can create a report by using custom report types.
Firstly, ensure you have enabled custom report types. Navigate to Setup, enter Pardot in the Quick Find Box and select Engagement History.
Once enabled, go back to Setup and this time search for ‘Report Types' in your Quick Find Box.
To create a new custom report, click on ‘New Custom Report Type' and enter all details.
Once you’ve successfully created your custom report type, scroll down the page to the section titled ‘Fields Available for Reports’ and click Edit Layout.
Under ‘Field Layout Properties', click Create New Section.
Title your new section, then drag and drop relevant fields you’d like to include.
I highly recommend creating custom report types for marketing assets, as Salesforce users can quickly run reports on engagement across all marketing assets using the campaign object.
I hope you are now ready to go and set up Engagement History in your org, but feel free to send our team a message if you have any questions or require support.