How do I enable engagement history in Salesforce?

How do I enable engagement history in Salesforce?

Steps to enable Engagement History

1. Firstly check what version your org is.
2. Next, ensure users have the correct permission set in order to view Engagement History.
3. In Salesforce, go to Setup, and from the Quick Find box, search for Pardot and select Engagement History.

How do you add engagement history to lightning component?

To add this component, open the Lightning App Builder and look in the Custom – Managed components list. Select and drag the Engagement History component into your page layout.

How do I turn on my engagement dashboard history?

Go to Salesforce Setup, and search for ‘Engagement History’. It will appear under the ‘Pardot’ section. Beside “Enable Embedded Engagement History Dashboards” (bullet point 3), flick the switch to ON.

What is Pardot engagement history?

Engagement History is a collection of features that increases Pardot visibility across the Salesforce user experience. With so many options for fields, components, and dashboards, are you maximizing these across your Salesforce org? If you’re a little confused, we don’t blame you.

What is engagement history dashboard?

An Engagement History Dashboard is powered by Tableau CRM, and gives sales and marketing users the power to explore and visualize important data. The dashboard shows widgets that are tailored to each type of record.

What is B2BMA?

B2BMA comes with 5 standard dashboards that allow you to view your data. They are the Engagement Dashboard, Marketing Manager Dashboard, Sales Pipeline, Multi-Touch Attribution Dashboard, and Account Based Management Dashboard.

What is an engagement metric?

The Engagement metric measures the effectiveness of your posts and how much you are connecting with your fans. In Facebook, engagement metrics are calculated based on the number of likes, comments, shares, and clicks your posts are generating.

How do I enable Pardot lightning?

Give Users Access to the Pardot Lightning App

1. From Marketing Setup, in the Quick Find box, enter Manage Connected Apps , then select b2bma_canvas.
2. Use Manage Profiles and Manage Permission Sets to assign the connected app to the profiles or permissions sets for users who need access to the Pardot Lightning app.

What are the three main components of B2B marketing analytics?

B2B Marketing Analytics provides three components that uniquely suit the need to take action in the reporting. These are -Datasets, Lenses, and Dashboards.

How do you determine a metric for engagement?

We recommend starting with these four widely used engagement metrics.

1. Conversion rate. At its core, a campaign’s conversion rate measures the percentage of people who complete an action that’s tied to your campaign goal.
2. Pages per session.
3. Net promoter score.
4. Session Time.

How do you track client engagement?

How to Measure Customer Engagement: 8 of the Most Important Metrics to Track

1. 1. Comments, Shares, and Likes on Social Media Platforms.
2. App Downloads and Usage.
3. Bounce Rate.
4. Event Participation.
5. Time on Site.
6. Return Users Frequency.
7. Pages Per Session.
8. Monthly Active Users.

What is a snippet in Pardot?

Pardot Snippets are a piece of data. You simply assign the Snippet to a campaign or Business Unit and then it can be used in Pardot emails, email templates, forms and landing pages that are associated to the same campaign or Business Unit. Snippets are merge fields that are not specific to the prospect.