Create a Custom Object You can create custom objects in Account Engagement to sync with Salesforce custom objects. Before you create a custom object, it must exist in Salesforce. Creating a Custom Object in Account Engagement. Required User Permissions User Permissions Needed To create a custom object in Account Engagement: Account Engagement Administrator role Creating
Engagement History Dashboard Overview The Engagement History Dashboard, powered by CRM Analytics, enables sales and marketing users to explore and visualize key data. It can be embedded on campaign, account, lead, contact, person account, or opportunity records, with tailored widgets for each type of record. Account Engagement Dashboards give a 360 degree view. Account Engagement
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: Create a New Custom Report Type: Define Your Report Type: Relate Your Report Type to an Object: Step 2: Build Your Report Access the Reports
The Account Engagement Engagement History Dashboard, powered by CRM Analytics, empowers sales and marketing users to explore and visualize critical data. Embed this dashboard component on campaign, account, lead, contact, person account, or opportunity records, with custom page layouts showcasing tailored widgets for each record type. This out-of-the-box dashboard displays campaign performance metrics over time,
Marketing Attribution has been a contentious topic among marketers. Account Engagement Marketing Attribution is just one platform where it is discussed. The two distinct viewpoints: One perspective suggests caution in interpreting current attribution data, emphasizing its limitation to the information available at the point of conversion. Conversely, another viewpoint advocates for utilizing available data rather
Account-based marketing relies on data to pinpoint key accounts, facilitate marketing segmentation, and assess performance for continuous improvement. While proficiency in data skills is crucial for long-term success, there are cost-effective strategies within Salesforce to initiate and build insights for your ABM strategy. Before integrating advanced ABM technologies, it’s essential to ensure your data is
A widely utilized Salesforce product, Marketing Cloud Account Engagement is Salesforce’s B2B marketing solution. This platform places a primary emphasis on email marketing and incorporates additional features for creating landing pages, generating forms, along with capabilities for lead scoring and reporting. Supplementary Products: Sales Emails and Alerts (previously Salesforce Engage), B2B Marketing Analytics Plus, Engagement
