Loading
Salesforce now sends email only from verified domains. Read More
Market to Your Customers with Account Engagement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Comparison of Engagement History Features

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Account Engagement

            Comparison of Engagement History Features

            Engagement History is a generic term for a collection of fields, related lists, and other Lightning components that make it possible to show valuable prospect engagement data on your most used records.

            Required Editions

            Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.

            User Permissions Needed
            To use Engagement History: Account Engagement User, CRM User, Sales Cloud User, or Service Cloud User permission set
            Note
            Note
            • All Engagement History components require a CRM User, Sales Cloud User, or Service Cloud User permission set.
            • The majority of Engagement History components are available with all Account Engagement editions. Engagement History Dashboards require Growth, Plus, Advanced, or Premium edition.
            • Components using the List Emails object include automated emails from Engagement Studio, completion actions, and automation rules. They don’t include operational emails.
            • Objects marked in this table with an asterisk (*) show engagement history data by default.
            Feature Available On... Data Storage Prerequisites
            Metrics Fields
            • Campaign
            • Marketing Link*
            • Marketing Form*
            • Landing Page*
            • List Email
            		 Salesforce
            • Connected Campaigns
            • Field-level security: Access to engagement history metrics
            Related List (Marketing Assets) Campaign Salesforce
            • Connected Campaigns
            Related List (Activities)
            • Lead
            • Contact
            • Account
            • Person Account
            • List Email
            • Marketing Link*
            • Marketing Form*
            • Landing Page*
            		 Account Engagement
            • Logged in to Account Engagement via Salesforce SSO
            Engagement History Metrics Lightning Component Campaign Salesforce
            • Connected Campaigns
            Engagement History Custom Lightning Component
            • Lead
            • Contact
            • Person Account
            		 Account Engagement
            • Logged in to Account Engagement via Salesforce SSO
            Engagement History Dashboard Lightning Component
            • Campaign
            • Account
            • Lead
            • Contact
            • Person Account
            • Opportunity

            CRM Analytics platform

            This data is updated every 8 hours.
            • Pardot permission set
            • Connected Campaigns (for a dashboard on campaign records only)
            • Use the Metrics Fields Component
              Add Engagement History metrics as fields on connected campaigns and asset records. You can also build a custom report based on the Campaign object. These tools can help you determine which marketing assets are most effective.
            • Use Engagement History Metrics Related Lists
              Add the Engagement History Metrics related list to your campaign records to find the relationships that grow among campaigns, prospects, and assets.
            • Using the Engagement History Related List
              The Engagement History related list includes an activity feed of recent prospect engagement. It appears by default on most of your marketing asset records, but you can also add it to your list email, lead, contact, account, or person account records.
            • Using Engagement History Metrics Lightning Component
              Add the Engagement History Metrics Lightning component to your campaign records to show high-level metrics associated with the marketing assets in your connected campaigns.
            • Add the Engagement History Custom Lightning Component
              Add the Engagement History Custom Lightning component to your lead, contact, and person account records to show how people interact with your marketing assets. This component comes with your Account Engagement AppExchange package.
             
            Loading
            Salesforce Help | Article