Considerations for Engagement History
When you work with Engagement History features, keep these considerations in mind.
Required Editions
| Available in: Lightning Experience |
| Available in: Account Engagement Growth, Plus, Advanced, or Premium Editions with Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Prerequisites for Engagement History Features
- Engagement History requires a verified Salesforce connector and an active Account Engagement user.
- Connected Campaigns must be enabled for most features. When campaigns aren’t connected, values show 0.
Setup and Storage
- Assets associated with connected campaigns are stored as records in Salesforce and apply to storage limits. Engagement activities on these assets remain in Account Engagement, and don’t count toward Salesforce storage limits. For example, let’s say a marketing email syncs to Salesforce as a list email record. This record counts toward your Salesforce storage limit, but the engagement activities associated with the record come directly from Account Engagement and don’t count toward Salesforce storage.
- Engagement History metrics are refreshed every few minutes, typically less than 10.
- Engagement history data in the custom Lightning component is visible in Salesforce, but isn’t available for reports. To see the most up-to-date information reload the page.
- Data from email sends to test lists is included in Engagement History and other reports. To exclude test list metrics, associate your test email with a test campaign.
- For help with setting up Engagement History features, an Account Engagement admin can use the assistant in Marketing Setup.
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