Considerations for Engagement History Dashboard
When you work with Engagement History Dashboards, keep these considerations in mind.
Required Editions
Available in: Salesforce Professional (with API access), Enterprise, Performance, and Unlimited Editions with Account Engagement Growth, Plus, Advanced, or Premium Edition |
Permissions and Allocations
- If you use Professional Edition, make sure that your org has the API add-on.
- Your edition determines how many user licenses are allotted to sales and marketing users.
- Growth: 5
- Plus: 10
- Advanced: 20
- Premium: 20
- To access Engagement History Dashboards and Analytics Studio, a user must be assigned both the Analytics View Only Embedded App permission set license and the Analytics View Only User permission set.
- The data inside Engagement History Dashboards originates from Account Engagement and is pushed into CRM Analytics. This data doesn’t count toward Salesforce storage limits, but records do count toward CRM Analytics data row limits.
- Connected Campaigns isn’t required to use Engagement History Dashboards, but it’s recommended for the full dashboard functionality.
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For Account Engagement Growth Edition, Engagement History can sync up to 90 days or 50 million rows of data, whichever comes first. For Account Engagement Plus, Advanced, and Premium Editions where B2B Marketing Analytics and the Prospect and Activity dataset are enabled, these features can sync up to 3 years or 35 million rows in total.
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For emails sent through Engagement Studio, the Engagement History dataset includes send data only for engagement programs that were created after December 14, 2018.
Working with Dashboards
- The first sync is always the biggest. Allow more than 24 hours for the initial sync of metrics data. The dataset is then refreshed every 8 hours.
- Engagement History Dashboards aren’t supported in Internet Explorer 11.
- Data from unconnected campaigns is available in the dashboard, but it can’t be acted on. To click an asset or activity, the asset or activity must be related to a connected campaign. An application error appears when you attempt to interact with an item related to an unconnected campaign.
- If data is missing from the dashboard, it’s usually because there’s no data associated with the record in the given timeframe.
- Website visits come from the Engagement History dataset and have no corresponding Salesforce records.
- Learn how to embed dashboards in Lightning pages.
- Account Engagement doesn't support parent-child campaign hierarchy. Engagement History Dashboards don't roll up activities of parent and child campaigns.
Dashboards and Multiple Business Units
- Because of the nature of leads, contacts, and person accounts, dashboards on these records show data for only one business unit at a time.
- Dashboards on accounts, campaigns, and opportunities can show data associated with more than one business unit.
- A user’s access and sharing settings determine whether they can act on datapoints. For example, if Luz has access to only Business Unit A, the Account dashboard can show data that originates in Business Units B and C. However, she can’t open any records from B or C.
Using the Opportunity Dashboard
- This dashboard uses activity dates to associate engagement with open opportunities.
- Reference lines appear only when an opportunity has a role assigned or when the opportunity’s dates fall within the dataset date range.
- In the Contact widget, contacts with an unassigned contact role are labeled Unspecified. If a contact has no role, it’s labeled None.
- If data is missing from the Opportunity dashboard, it’s usually because no opportunity contact roles are assigned.
