Use the Metrics Fields Component
Add Engagement History metrics as fields on connected campaigns and asset records. You can also build a custom report based on the Campaign object. These tools can help you determine which marketing assets are most effective.
Required Editions
Available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To view Engagement History metrics: | Account Engagement User, CRM User, Sales Cloud User, or Service Cloud User |
What’s Included?
- Engagement metrics from all asset types, via Salesforce connected campaign records
- Automated email metrics from after December 14, 2018
More About Metrics
To show any of these fields on campaign records, add them on the page layout. Choose the fields that make the most sense for your users, and group them under a section with a label, such as Engagement Metrics. By default, marketing asset records include the available metrics from this chart.
| Salesforce Object | Associated Account Engagement Asset | Available Metrics |
|---|---|---|
| List Email | List emails and automated email (operational emails excluded) |
|
| Landing Page | Landing pages |
|
| Marketing Link | Files and custom redirects |
|
| Marketing Form | Forms and form handlers |
|
| Campaigns | N/A | Two sets of these fields are available—to reflect the campaign and the campaign hierarchy.
|
