See Engagement Data on Opportunity Records

Give your users access to interactive widgets that show tailored engagement data for their frequently viewed records. We added support for Opportunity records to the suite of embeddable dashboards. Users can see activity counts, details about the activities’ associated campaigns, and a list of recent activity by related contacts.

Where: This change applies to Salesforce Professional (with API access), Enterprise, Performance, and Unlimited editions with Pardot Growth, Plus, Advanced, or Premier edition.

How: Enable Engagement History in Salesforce Setup. Then, use the Lightning App Builder to drag an Engagement History Dashboard Lightning component onto a tab on your Opportunity records.

Users can click into widgets to explore this data.Opportunity record shows embedded dashboard with graphs, charts, and filters.