Dig into Account Records with Engagement History Dashboards

Research suggests that people develop better insights when they manipulate their own data. Give your sales and marketing users the power of data exploration by adding Engagement History Dashboards to a tab on account records. Use account dashboards together with dashboards on campaign records to see a bigger picture of prospect engagement.

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

How: If you have a dashboard component on your campaign records, all you need to do is add the embedded dashboard to a tab on account records. To set up Engagement History dashboards for the first time, check out Salesforce Help.

This account record shows the Engagement History tab with the dashboard showing a donut chart, graph, and other tables.

In the Lightning App Builder, edit an account record (1) and drag the Engagement History Dashboard component to a tab (2).