How To Enable & Use Salesforce Engagement History
Posted: Mon Dec 23, 2024 10:09 am
Many clients are aiming to bridge the gap between Sales and Marketing and we are loving it! That's why we highly recommend you enable Salesforce Engagement History. In this blog we cover the benefits and how to enable it.
Grayscale headshot of Chloe Wilde
Chloe Prowse
6 mins
3D eBook cover with text How to Measure ROI using PardotFree ResourceDownload now
At MarCloud Consulting, we are seeing more and more clients aiming to bridge the gap between Sales and Marketing and we are loving it. This is why we encourage everyone to enable Salesforce Engagement History.
By setting up Engagement History Dashboards, we are able to show campaign performance over time, see how prospects have interacted with a Campaign – and the assets associated with that Campaign. Meaning, sales users who do not access Pardot can see how the Pardot emails, landing pages, and files associated with that Campaign have performed.
All of this massively enhances reporting on those tangible business outcomes!
One of my favourite features of Engagement History is being able to drill down into important metrics. We can see straight from Salesforce just how prospects have interacted with our Campaign and which Pardot email generated the most engagement.
There are many more benefits though…
Pardot Training Banner
How To Enable & Use Salesforce Engagement History:
Benefits of using Salesforce Engagement History
Engagement History Metrics to enhance reporting
Engagement Metrics Lightning Component
Engagement History Dashboard
Related Lists
Fields
Steps to enable Engagement History
Benefits of using Salesforce Engagement History
Assuming you’ve set up Connected Campaigns (if not head to our ecuador code number blog here), Salesforce will now store all engagement of your Pardot assets on that particular Campaign’s page. This means, all the link clicks, email opens, form submissions, etc. on the Salesforce Campaign, visible to your Sales users.
We can use this to create more advanced Salesforce reports on engagement metrics and dashboards to represent just how well our marketing campaigns are performing - which in turn will allow us to improve campaign management.
Not only is this data visually pleasing, but by seeing these metrics populating on the campaign page, we can determine which marketing assets are most effective.
I hope this all sounds great so far! But I bet you’re wondering, how this will affect Salesforce storage limits?
Well, Salesforce says, Assets associated with connected campaigns are stored as records in Salesforce and apply to storage limits. Engagement activities on these assets remain in Pardot, and do
Grayscale headshot of Chloe Wilde
Chloe Prowse
6 mins
3D eBook cover with text How to Measure ROI using PardotFree ResourceDownload now
At MarCloud Consulting, we are seeing more and more clients aiming to bridge the gap between Sales and Marketing and we are loving it. This is why we encourage everyone to enable Salesforce Engagement History.
By setting up Engagement History Dashboards, we are able to show campaign performance over time, see how prospects have interacted with a Campaign – and the assets associated with that Campaign. Meaning, sales users who do not access Pardot can see how the Pardot emails, landing pages, and files associated with that Campaign have performed.
All of this massively enhances reporting on those tangible business outcomes!
One of my favourite features of Engagement History is being able to drill down into important metrics. We can see straight from Salesforce just how prospects have interacted with our Campaign and which Pardot email generated the most engagement.
There are many more benefits though…
Pardot Training Banner
How To Enable & Use Salesforce Engagement History:
Benefits of using Salesforce Engagement History
Engagement History Metrics to enhance reporting
Engagement Metrics Lightning Component
Engagement History Dashboard
Related Lists
Fields
Steps to enable Engagement History
Benefits of using Salesforce Engagement History
Assuming you’ve set up Connected Campaigns (if not head to our ecuador code number blog here), Salesforce will now store all engagement of your Pardot assets on that particular Campaign’s page. This means, all the link clicks, email opens, form submissions, etc. on the Salesforce Campaign, visible to your Sales users.
We can use this to create more advanced Salesforce reports on engagement metrics and dashboards to represent just how well our marketing campaigns are performing - which in turn will allow us to improve campaign management.
Not only is this data visually pleasing, but by seeing these metrics populating on the campaign page, we can determine which marketing assets are most effective.
I hope this all sounds great so far! But I bet you’re wondering, how this will affect Salesforce storage limits?
Well, Salesforce says, Assets associated with connected campaigns are stored as records in Salesforce and apply to storage limits. Engagement activities on these assets remain in Pardot, and do