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Five recommended custom report types for Account Engagement's Engagement History

Publiseringsdato: Sep 30, 2025
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Overview

Engagement History allows you to access your prospect engagement data in Salesforce. That means that prospect activities, such as opening an email, clicking on a link or completing a form, can be more than just static information—you can report on them right in Salesforce, alongside your campaign and opportunity data.

But how do you actually report on this information successfully? Here you will find five recommended custom report types to be used for reporting on Account Engagement assets and engagement metrics in Salesforce.

The reports included are:

  • Engagement Metrics on Campaigns
  • Engagement Metrics on Landing Pages
  • Engagement Metrics on List Emails
  • Engagement Metrics on Marketing Forms
  • Engagement Metrics on Marketing Links


For every report mentioned here:

  1. Log in to your Salesforce instance
  2. Navigate to Setup
  3. Search for 'Report Types' in your Quick Find search bar
  4. Click on 'New Custom Report Type' and fill in all required fields


As you build these reports, note that you will also be building separate sections within a single report type—each of these sections will include its own layout, or a group of fields that belong to it.

To build a layout:

  1. Create a Custom Report Type
  2. Scroll down to the section titled 'Fields Available for Reports'
  3. Click Edit Layout
  4. Under 'Field Layout Properties', click Create New Section
  5. Title your new section, then drag and drop relevant fields


That's all you need to know! Now, let's dive in and learn how to build these five essential Engagement History reports.
 

*Note - The Account Engagement User, Sales Cloud User, Service Cloud User, or CRM User Permission Set Licenses and Permission Sets are required to view these objects in the report type.

Løsning

1. Engagement Metrics on Campaigns

This report is used to report on engagement metrics for all asset types across all campaigns. It includes all campaigns along with the engagement metrics included on campaigns.
 

Object Relationships

Add Campaigns as the Primary Object.

Layouts
Create two sections:

  • Campaigns
  • Parent Campaigns

Organize the campaign Name and metrics fields to the top of the Campaigns section followed by the rest of the fields on the Campaign object.

Organize the parent campaign Name and metrics fields into the Parent Campaigns section.
 

2. Engagement Metrics on Landing Pages

This report is used to report on engagement metrics for landing pages and any campaigns with landing pages associated to them.
 

Object Relationships

Add Campaigns as the Primary Object and Landing Pages as the A to B Relationship, choosing the option for “Each “A” record must have at least on related “B” record.”

Layouts
Create three sections:

  • Landing Pages
  • Campaigns
  • Parent Campaigns

Organize the landing page Name, Campaign, and metrics fields to the top of the Landing Pages section followed by the rest of the fields on the Landing Page object.

Organize the campaign Name and metrics fields to the top of the Campaigns section followed by the rest of the fields on the Campaign object.

Organize the parent campaign Name and metrics fields into the Parent Campaigns section.


3. Engagement Metrics on List Emails

This report is used to report on engagement metrics for list emails and any campaigns with list emails associated to them.
 

Object Relationships

Add Campaigns as the Primary Object and List Emails as the A to B Relationship, choosing the option for “Each “A” record must have at least on related “B” record.”

Layouts
Create three sections:

  • List Emails
  • Campaigns
  • Parent Campaigns

Organize the list email Name, Campaign, and metrics fields to the top of the List Emails section followed by the rest of the fields on the List Email object.

Organize the campaign Name and metrics fields to the top of the Campaigns section followed by the rest of the fields on the Campaign object.

Organize the parent campaign Name and metrics fields into the Parent Campaigns section.
 

Additional Information

  • If you want to include only emails sent from Account Engagement (and exclude any emails sent from Sales Cloud), then filter the report to include only records with a From Address of Account Engagement Marketing Automation.


4. Engagement Metrics on Marketing Forms

This report is used to report on engagement metrics for marketing forms and any campaigns with marketing forms associated to them.
 

Object Relationships

Add Campaigns as the Primary Object and Marketing Forms as the A to B Relationship, choosing the option for “Each “A” record must have at least on related “B” record.”


Layout
Create three sections:

  • Marketing Forms
  • Campaigns
  • Parent Campaigns

Organize the marketing form Name, Campaign, and metrics fields to the top of the Marketing Forms section followed by the rest of the fields on the Marketing Form object.

Organize the campaign Name and metrics fields to the top of the Campaigns section followed by the rest of the fields on the Campaign object.

Organize the parent campaign Name and metrics fields into the Parent Campaigns section.
 

Additional Information

  • The Marketing Form object contains both forms and form handlers from Account Engagement.
  • To include only forms or form handlers, filter the report by the Type field.

5. Engagement Metrics on Marketing Links

This report is used to report on engagement metrics for marketing links and any campaigns with marketing links associated to them.
 

Object Relationships

Add Campaigns as the Primary Object and Marketing Links as the A to B Relationship, choosing the option for “Each “A” record must have at least on related “B” record.”


Layouts
Create three sections:

  • Marketing Links
  • Campaigns
  • Parent Campaigns

Organize the marketing link Name, Campaign, and metrics fields to the top of the Marketing Links section followed by the rest of the fields on the Marketing Link object.

Organize the campaign Name and metrics fields to the top of the Campaigns section followed by the rest of the fields on the Campaign object.

Organize the parent campaign Name and metrics fields into the Parent Campaigns section.
 

Additional Information

  • The Marketing Link object contains both custom redirects and files from Account Engagement.
  • To include only custom redirects or files, filter the report by the Type field.

NOTE: There is a Known Issue in which data will show blank for List Email object engagement metrics in a custom report specifically for none-admin Salesforce users. In order for none-admin users to be able to view List Email object engagement metrics in the custom reports, you would need to change Org-Wide default sharing settings for the List Email object from 'Private' to 'Public Read Only'.

Knowledge-artikkelnummer

000381521

 
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Salesforce Help | Article