Explore Engagement History Data on Leads and Contacts

Engagement history data now can follow your reps everywhere they go. Add the Embedded Engagement History Dashboard Lightning component on lead and contact records to see customers’ engagement activities. Drill in to specific assets or activities like you do on your other Engagement History dashboards.

Where: This change applies to Lightning Experience in Pardot Growth, Plus, and Advanced editions with Salesforce Professional, Enterprise, and Unlimited editions.

How: If you already use Engagement History dashboards, you don’t have to do much. Just add the Engagement History Embedded Dashboard component to a tab on your lead and contact records.Dashboard component shows Activities over time graph, engaged campaigns graph, engaged content graph, and a table of assets with their activity dates.To set up Engagement History dashboards for the first time, check out Salesforce Help.