Engagement History

Question 1

What does engagement history do?

Answer 1

Together, pardot and Salesforce track valuable engagement data that can tell you how well your marketing assets resonates with your customer base.

Question 2

What user presmissions are required for engagement history?

Answer 2

CRM user
Sales cloud user
Service cloud user

Question 3

What is required to set up the engagement features?

Answer 3

Verified salesforce-pardot connector

Connected campaigns must be switched in for most features

Question 4

What happens to values in engagement history feature if connected campaigns are not connected?

Answer 4

The values with show 0

Question 5

How often are engagement metrics updated?

Answer 5

Every few minutes.

Typically less than 10

Question 6

Do engagement activities on connect campaign assets use salesforce storage?

Answer 6

No. Engagement activities remain in Pardot

Question 7

Are emails sent to test lists included in engagement history and other reports?

Answer 7

Yes

Question 8

How to stop data from test emails/lists being included in engagement history and other reports?

Answer 8

Associate your test emails with a test campaign

Question 9

If you need help setting up engagement history features, where can you find this?

Answer 9

Admins can use the wizard in marketing setup

Question 10

How is the features are grouoed together by the engagement history feature?

Answer 10

Its group together by a set of
Fields
Related lists
Other lightning components

To make it possible to displayvaluable lead engagement data