Engagement History Dashboard Differences
The Engagement History Dashboard is available on a few types of records, and shows slightly different information based on where it’s placed.
Required Editions
| Available in: Salesforce Professional (with API access), Enterprise, Performance, and Unlimited Editions with Account Engagement Growth, Plus, Advanced, or Premium Edition |
Engagement History Dashboards have some similarities, such as availability and permissions. All the dashboards are based on valid, unfiltered visitor and prospect data. Data includes visitors that have a prospect ID, including archived prospects. But because the dashboards work on a variety of records, the filtering and widgets used on each dashboard type differ slightly.
The four types of dashboards are based on campaigns, opportunities, accounts, or leads and contacts. Each type has some basic filtering, which makes the dashboard relevant to the record that it appears on. From there, users can explore the data with more filters.
| Dashboard Type | Available on | Description | Widgets |
|---|---|---|---|
| Campaign dashboard | Campaign records | Shows engagement activity on campaign assets filtered by the selected campaign record | Graph: Engagement Trends Table: Engagement Detail |
| Account dashboard | Account records | Shows campaign activity and active contacts filtered by the selected account record | Graphs: Campaign Activities, Engagement over Time, Most Active Table: Engagement Detail |
| Lead/Contact dashboard | Lead, contact, and person account records | Shows the person’s activity by campaign and asset filtered by the selected account record | Graphs: Activity Over Time, Engaged Campaigns, Engaged Content Table: Engagement Detail |
| Opportunity dashboard | Opportunity records | Shows engagement activity associated with contacts or person accounts that have an opportunity contact role. This dashboard is filtered by the selected opportunity record and its associated account | Graphs: Activity Timeline (Filter by Contact), Activity by Campaign Table: Engagement Detail |
