Salesforce Engagement History Dashboards

In the fast-paced world of digital marketing, understanding and analyzing campaign performance is crucial for success. Salesforce’s Engagement History Dashboards offer a powerful solution to visualize and monitor how prospects interact with your campaigns, including emails, landing pages, and other marketing assets. This innovative tool integrates seamlessly with Pardot (Account Engagement) and is an essential component for marketers using Salesforce.

What are Engagement History Dashboards?

Engagement History Dashboards are intuitive, out-of-the-box solutions that provide a comprehensive view of your campaign’s performance over time. They track interactions with various elements of your Pardot campaigns, offering invaluable insights into customer engagement.

Key Features:

• Integration with Multiple Salesforce Objects: These dashboards can be used with Campaigns, Accounts, Opportunities, Leads/Contacts/Person Accounts, providing a versatile view across different segments of your Salesforce org.
• Customizable and User-Friendly: With options to filter and display data based on activity date, asset type, and activity type, these dashboards make it easy to focus on the metrics that matter most to your business.
• Prospect Interaction Details: Get a granular view of how prospects interact with your marketing assets, from email clicks to landing page engagements.

Also Read – Salesforce Dashboards: A Comprehensive Guide

Setting Up Your Engagement History Dashboard

Step 1: Enable the Feature

1. In Salesforce Setup, search for “Engagement History” under the Account Engagement section.
2. Activate the “Enable Embedded Engagement History Dashboards” option.

Note: It may take up to 24 hours for data to appear in the dashboard.

Step 2: Embed the Dashboard on Campaign Pages

1. Edit your Campaign page by clicking the cog icon and selecting “Edit Page.”
2. Consider creating a custom tab labeled ‘reporting’ for a more organized layout.
3. Drag the ‘Engagement History Dashboard’ component onto the new tab and save your changes.

Step 3: Assign Permissions

Ensure that users have the “Analytics View Only Embedded App” permission set license to access the dashboard. Work with your Salesforce Admin to manage user permissions effectively.

Step 4: Enjoy Your Data!

Once your data is processed (which can take up to 24 hours), you can begin exploring your campaign analytics in depth.

Benefits of Using Engagement History Dashboards

• Enhanced Campaign Visibility: These dashboards bring Pardot data into view, offering a comprehensive perspective across your organization.
• Improved Decision Making: Leverage up-to-the-minute data and insights to make well-informed choices, enhancing your marketing approaches.
• Increased Productivity: The organized and clutter-free design of the dashboard enhances user productivity, making it easier to analyze data.

Engagement History Dashboards Across Salesforce Objects

You can replicate this setup for other Salesforce objects like Accounts, Opportunities, and Leads/Contacts/Person Accounts. This consistency allows for a uniform analysis approach across different aspects of your business.

Example: Opportunities

Adding the dashboard to Opportunities offers insights into prospect activity related to contacts, campaign details, and a list of recent activities.

Conclusion

Salesforce’s Engagement History Dashboards revolutionize how we understand and interact with digital marketing data. With comprehensive insights and user-friendly interfaces, these dashboards empower you to make smarter, data-driven decisions that elevate your marketing strategies. 

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