Salesforce Account Engagement Custom Reports

Advanced reporting is simple with Salesforce Account Engagement Custom Reports. Just follow these easy steps.

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Access Report Types:

Create a New Custom Report Type:

Click “New Custom Report Type.”
For the primary object, select “Campaigns” since Account Engagement (AE) and Salesforce interact via campaigns.

Define Your Report Type:

Relate Your Report Type to an Object:

Choose the next object based on your reporting needs. Common objects include:
- List Emails: A list of sent emails
- Marketing Forms: Forms or form handlers
- Marketing Links: Clickable links in an email
- Landing Pages: Pages with forms in AE
For this demo, select “List Emails.”
Click “Save” to finalize your custom report type.

Access the Reports Tab:

Select the Custom Report Type:

Configure Report Filters:

Customize Your Report:

Group your rows or add columns with specific data you want to see, such as the email subject line.
Once customization is complete, click “Run” or “Save & Run” if you plan to reuse the report.

Naming and Saving:

If changing the API name, use underscores instead of spaces.
Select the correct folder, such as “Public Reports,” to define access within your organization.