What is Salesforce engagement history?

Engagement History gives you access to prospect engagement data in Salesforce. To better understand this data, create a custom report that contains engagement metrics alongside campaign and opportunity data. We recommend five common custom report types for reporting on Pardot assets.

What is Salesforce engagement?

Salesforce Engage is a Pardot product on a mission to bridge the gap between marketing and sales. … You could say that it’s the Salesforce sales user’s window into relevant marketing information in Pardot, aiding transparency across teams.

How do I turn on engagement history in Salesforce?

In Salesforce, go to Setup, and from the Quick Find box, search for Pardot and select Engagement History. 4. What’s great about Salesforce is they have an easy to follow step-by-step guide ready for you. Simply follow the steps on the setup page to turn on Engagement History.

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.

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What is Analytics view only embedded app?

The Analytics View Only Embedded App permissions set license gives your sales and marketing users access to analytics data and Engagement History Dashboards, but doesn’t allow access to Tableau CRM Analytics Studio. The data inside Engagement History Dashboards originates from Pardot, and is pushed into Tableau CRM.

What is Einstein voice?

Einstein Voice combined the power of artificial intelligence through voice technology and CRM. … In combination with Alexa, Siri, and even Google, Einstein Voice spoke directly to mobile apps or through smart speakers such as Echo and Google Home. Einstein Voice goes beyond just passively dictating important information.

What is an engagement platform?

What is a customer engagement platform? A customer engagement platform is software that helps companies manage, analyze, and optimize the customer journey. It does this by automatically sending personalized messages to customers across multiple devices and platforms.

How do I show Pardot activity in Salesforce?

Open the Users page. Click Admin (Pardot Settings tab in the Lightning app), then navigate to User Management | Users. Select the Users for whom you want to enable SSO. From the drop-down under the table, select Enable single sign-on with CRM.

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.
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What is Einstein’s Pardot?

Pardot Einstein is a set of AI-driven features that help sales and marketing teams make smarter decisions. Pardot Einstein currently includes three features: Behavior Scoring. Lead Scoring. Campaign Insights.

What is engagement history?

Engagement History gives you access to prospect engagement data in Salesforce. To better understand this data, create a custom report that contains engagement metrics alongside campaign and opportunity data. We recommend five common custom report types for reporting on Pardot assets.

How do I join a Pardot and Salesforce campaign?

Open the Connected Campaigns page.

  1. In Pardot, open Settings and click Edit. Scroll to Connected Campaigns.
  2. In the Lightning app, click the Pardot Settings tab, and then select Connectors. Click. to edit the Salesforce connector, and select the Campaigns tab.

How do I access B2B marketing analytics?

Review the prerequisites and permissions details for B2B Marketing Analytics, and then enable the feature in the Marketing Setup app. If you’re new to Pardot and B2B Marketing Analytics, here’s the fastest way to get started. 1. From Marketing Setup, select B2B Marketing Analytics, and then click Getting Started.

How do you create a report in Pardot?

Building Pardot Reports for Landing Page

  1. After saving the configuration in the Pardot lightning app, go to Salesforce and create a custom report type. …
  2. In the custom report type section, select the primary object type as campaigns and fill in the label and report type name for future reference.
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