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Market to Your Customers with Account Engagement
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          Turn On Engagement History Dashboards

          Turn On Engagement History Dashboards

          Start exploring Account Engagement marketing data on your Salesforce campaign, account, lead, contact, and person account records. Use Marketing Setup to turn on the feature and assign permissions. Then, embed a dashboard by adding the Engagement History Dashboard component to Lightning pages.

          Required Editions

          Available in: Salesforce Professional (with API access), Enterprise, Performance, and Unlimited Editions with Account Engagement Growth, Plus, Advanced, or Premium Edition

          User Permissions Needed
          To enable Engagement History Dashboards: Customize Application
          To view Engagement History Dashboards: Analytics View Only User permission set
          1. From Marketing Setup, in the Quick Find box, enter Engagement History, and then select Engagement History.
          2. Jump to step 3 and turn on Engagement History Dashboards.
          3. Using the Lightning App Builder, find the Engagement History Dashboard component in the Standard section, and drag it into a tab.
          4. In Marketing Setup, assign the Analytics View Only User permission set to each user who wants to see the dashboard.
          5. Customers using Plus, Advanced, or Premium editions with B2B Marketing Analytics can turn on access to up to three years of engagement data. (Optional)
            1. From Marketing Setup, in the Quick Find box, enter Analytics, and then select B2B Marketing Analytics.
            2. Click Optional Features, and expand Identify Your Most Engaged Prospects.
            3. Click Enable Dataset.
          Note
          Note If your account doesn’t have the system users Analytics Cloud Integration User and Analytics Cloud Security User, they’re added to your account when you enable Engagement History Dashboards.

          It can take more than 24 hours for data to sync the first time. We recommend that you wait for data to appear before you assign access to users.

           
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