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Market to Your Customers with Account Engagement
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          Report on Engagement History Data

          Report on Engagement History Data

          Engagement History gives you access to prospect engagement data in Salesforce. To better understand this data, create a custom report that contains engagement metrics alongside campaign and opportunity data. We recommend five common custom report types for reporting on marketing assets.

          Required Editions

          Available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with All Account Engagement Editions

          User Permissions Needed
          To create reports:

          Sales, Service, or CRM permission set

          AND

          Create and Customize Reports

          AND

          Report Builder

          Note
          Note 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.

          Refer to the following lists to configure each custom report type, and use the steps to build the reports you want.

          1. From Salesforce Setup, enter Report in the Quick Find box, and then select Report Types.
          2. Click New Custom Report Type.
          3. In the Fields Available for Reports section, click Edit Layout.
          4. In the Field Layout Properties section, click Create New Section.
          5. Give the section a title, and then drag the fields as outlined by the asset types listed here.
          Campaigns Engagement
          • Primary Object: Campaigns
          • Section 1: Campaigns
          • Section 2: Parent Campaigns
          Landing Pages Engagement

          This report includes all landing pages. To include only classic landing pages, filter the report with the Source “Pardot.”

          • Primary Object: Campaigns
          • Relationship: Landing Page, where the A record has at least one related B record
          • Section 1: Landing Pages
          • Section 2: Campaigns
          • Section 3: Parent Campaigns
          List Emails Engagement

          This report includes all list emails. To include only emails sent from Account Engagement, filter the report with the From Address “Pardot Marketing Automation.”

          • Primary Object: Campaigns
          • Relationship: List Email, where the A record has at least one related B record
          • Section 1: List Emails
          • Section 2: Campaigns
          • Section 3: Parent Campaigns
          Marketing Forms Engagement

          This report includes data associated with any form and form handler. To show only forms or form handlers, add a filter on the Type field.

          • Primary Object: Campaigns
          • Relationship: Marketing Form, where the A record has at least one related B record
          • Section 1: Marketing Forms
          • Section 2: Campaigns
          • Section 3: Parent Campaigns
          Marketing Links Engagement
          • This report includes data associated with any custom redirect or file. To show only redirects or files, add a filter on the Type field.
          • Primary Object: Campaigns
          • Relationship: Marketing Link, where the A record has at least one related B record
          • Section 1: Marketing Links
          • Section 2: Campaigns
          • Section 3: Parent Campaigns
           
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