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

Salesforce Account Engagement Custom Reports

Step 1: Create a Custom Report Type

Access Report Types:

  1. Log into your Salesforce org.
  2. Click the gear icon in the upper right corner.
  3. Type “Report Types” in the search bar and select it.

Create a New Custom Report Type:

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

Define Your Report Type:

  1. Label: Name the report descriptively to explain its purpose.
  2. Description: Add a detailed description to clarify the report’s purpose.
  3. Deployment: Select “Deployed” and click “Next.”

Relate Your Report Type to an Object:

  1. 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
  2. For this demo, select “List Emails.”
  3. Click “Save” to finalize your custom report type.

Step 2: Build Your Report

Access the Reports Tab:

  1. Navigate to the App Launcher and open Reports.
  2. Click the “Reports” tab again.
  3. Click “New Report.”

Select the Custom Report Type:

  1. Scroll down to “All” or “Campaigns.”
  2. Select your custom report type and click “Start Report.”

Configure Report Filters:

  1. Change the filter from “My Active Reports” to “All Reports.”
  2. Adjust the time frame filter from “Current FQ” (Fiscal Quarter) to “All Time.”

Customize Your Report:

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

Naming and Saving:

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

Step 3: Export and Review

View and Export:

  1. Your report is now ready to view.
  2. Export it to CSV if needed and add it to dashboards.

By following these steps, you’ll create a powerful custom report to effectively analyze your marketing efforts.

Salesforce Account Engagement Custom Reports
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