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 ecuador country code 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.
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Chloe Prowse
Having worked with Salesforce products for 10+ years, Chloe is a certified consultant and marketing automation enthusiast with a varied background across martech, operations, and enterprise consulting. She loves meeting new people and sharing her knowledge to set them up for success, including matching MarCloud customers with the right service solutions. Passionate about ethical marketing, sh