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Market to Your Customers with Account Engagement
Using the Engagement History Related List

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Using the Engagement History Related List

The Engagement History related list includes an activity feed of recent prospect engagement. It appears by default on most of your marketing asset records, but you can also add it to your list email, lead, contact, account, or person account records.

Required Editions

Available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with All Account Engagement Editions

What’s Included?

  • Engagement metrics from all asset types that originate in Account Engagement
  • Some automated email activities, depending on where the related list is
  • Localization based on your business unit locale setting (or Salesforce, when User Sync is in enabled)
Note
Note This component doesn’t show filtered visitor activity or activity associated with archived prospects.
Engagement History related list shows a list of prospect names with the assets and activities they recently interacted with.

More About Engagement History

To show this activity data on a record, drag the Engagement History related list to a tab on your page layout. We recommend placing it on a tab that doesn’t load by default because a long list can affect page load speed.

This related list shows the last 30 days of data and presents different data fields depending on the object that displays it. Available fields for each object are listed in this chart.

Object Available Fields
Account
  • Prospect
  • Asset Name
  • Asset Type
  • Activity Type
  • Activity Date
Lead, Contact, Person Account
  • Asset Name
  • Asset Type
  • Activity Type
  • Activity Date
List Email, Marketing Form, Marketing Link, Landing Page
  • Prospect
  • Activity Type
  • Activity Date
 
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