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            Turn On Unified Engagement History Dashboards

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            Turn On Unified Engagement History Dashboards

            To make valuable engagement data available for your sales and marketing teams, turn on Unified Engagement History Dashboards. Then, add the components to account, lead, and contact record pages.

            Required Editions

            Available in:

            • Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition and the Distributed Marketing add-on
            • Salesforce Enterprise and Unlimited Editions with any Marketing Cloud Engagement+ Edition that includes the Distributed Marketing add-on
            • Salesforce Enterprise and Unlimited Editions with any Marketing Cloud Account Engagement Edition that includes access to Marketing Cloud Next Growth or Advanced Edition with the Sales Emails and Alerts add-on
            User Permissions Needed
            To turn on Unified Engagement History: System Administrator profile
            To install Marketing Performance: Data Cloud Architect AND Marketing Cloud Admin permission sets
            Note
            Note To view unified engagement data from a specific business unit, a user must have a profile in that business unit. See Business Units in Marketing Cloud Next.
            1. From Setup, in the Quick Find box, enter Unified Engagement.
            2. Under Marketing Features, select Unified Engagement History Dashboards.
            3. Turn on Unified Engagement History Dashboards.
            4. Click Set Up Permissions.
            5. From the Permission Sets page in Setup, assign permission sets to users to give them viewer access to unified engagement data. See Assign Permission Sets for Marketing Cloud Next.
              1. Assign the View Unified Engagement History Dashboards permission set.
              2. If you have Salesforce Foundations, assign the Tableau Next Limited Viewer permission set. For all other orgs, assign the Tableau Next Included App Business User permission set.
            6. Install or update the Marketing Performance app. This process can take several minutes to complete.
              If the install button is unavailable, Marketing Performance is installed already.
            7. Add the Unified Engagement History Dashboard component to the record pages. See Create and Configure Lightning Experience Record Pages.
             
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