Loading
Salesforce now sends email only from verified domains. Read More

Account Engagement - Building Salesforce Sales Emails and Alerts Adoption Reports

Publish Date: Sep 30, 2025
Description
Sales Emails and Alerts adoption reports allow you to:

- Measure Sales Emails and Alerts usage across your teams
- Create activity reports that target Sales Emails and Alerts Email sends
- Share these reports with other Salesforce users

Before you begin, you need to have the Salesforce connector setting Sync Engage emails with the CRM enabled so that the Sales Emails and Alerts emails are logged in the Contact/Lead Activity History in Salesforce. This enables us to report on the activity history data. 
Resolution

​Engage Activity Report: Leads Only or Contacts Only
Engage Activity Report: Leads and Contacts Steps
Additional Reporting Options


Engage Activity Report: Leads Only or Contacts Only

Note: these steps cover creating reports for leads. You'll need to repeat these steps to create a contact report. To build the report for contacts, select Activities with Contacts in step 3. 

1. In Salesforce, navigate to the Reports tab.
2. Click New Report.
3. Select +Activities > Activities with Leads > click Create.
4. Select Show > All activities or My team's activities.
5. Select Range > choose a date range or select all time.
6. Select Show > Completed Activities.
7. Click Filters > Add > Subject :: starts with :: Engage Campaign.
8. Click Filters > Add > Subject :: starts with :: Engage Gmail Email.
9. Click Filters > Filter Logic > enter 1 OR 2.
10. Add or remove column fields as needed.
Optional: To monitor how many activities each of your users perform with Salesforce Sales Emails and Alerts, summarize the report's information by Assigned (Activity Owner). Click Tabular format > select Summary Format > drag Assigned from the Fields column to the blue highlighted area Drop a field here to create a grouping.
Optional: To add Account Engagement score and Account Engagement grade to the Report, drag Account Engagement Score and Account Engagement Grade from the Fields column to the report columns.
11. Save to a public folder to share with others.

 

Engage Activity Report: Leads and Contacts Steps

These instructions cover creating a combined lead and contact report. 

1. In Salesforce, navigate to the Reports tab.
2. Click New Report.
3. Select +Activities > Tasks & Events > click Create.
4. Select Show > All activities or My team's activities.
5. Select Range > choose a date range or select all time.
6. Select Show > Completed Activities.
7. Click Filters > Add > Subject :: starts with :: Engage Campaign.
8. Click Filters > Add > Subject :: starts with :: Engage Gmail Email.
9. Click Filters > Filter Logic > enter 1 OR 2.
10. Add or remove column fields as needed.
11. Save to a public folder to share with others.
 
Note: Account Engagement fields such as score and grade can’t be referenced in Activities: Tasks & Events report type.

 

Additional Reporting Options

In Account Engagement: If your Sales Emails and Alerts users send Account Engagement email templates created by marketing, you can view those email template reports for more insight.

In Salesforce: Sales Emails and Alerts reporting lets each user track how leads and contacts interact with their campaigns. Sales Emails and Alerts reports are unique to each user. Note that these reports are different than the Sales Emails and Alerts Adoption reporting in this article. For more information about Sales Emails and Alerts reporting see Engage Reporting Overview.
Knowledge Article Number

000382168

 
Loading
Salesforce Help | Article