We’re excited to highlight several enhancements to Salesforce features in Lightning: an Engagement History lightning component, support for Salesforce Engage in Lightning, and editable template regions in Engage Campaigns. These features better enable sales reps to understand their prospects’ interactions, act fast and effectively, and send the right message at the right time.
ENGAGEMENT HISTORY LIGHTNING COMPONENT
The Engagement History lightning component is a rebranded and updated way to view Pardot and Engage prospect activities within Salesforce. If your organization is currently using the Pardot Activities VisualForce page to view prospect activities on leads and contacts in Salesforce and making the transition to Lightning, we recommend replacing the VisualForce page with the Engagement History lightning component.
We’ve made updates to the naming and grouping of activities to simplify the user experience for end users. Now sales reps are able to drill into and understand their prospects’ interactions in a way they have never been able to before, allowing them to have more relevant conversations with prospects. Because the lightning component is supported on Lightning App Builder, engagement history can be surfaced in any apps that allow adding custom lightning components. So, reps can always have this information at their fingertips at all times. For more information check out our Knowledge Base article.
SALESFORCE ENGAGE IN LIGHTNING
As part of our Salesforce Engage offering, reps can send tracked one-to-one and one-to-many emails from list views using marketing approved templates, get personalized email reporting, add leads and contacts to nurture programs, and get real-time alerts when prospects engage within Sales Cloud. Reps can enhance the power of this functionality even further now in Lightning.
We’re excited to announce an updated look and feel for Engage Campaigns and reports. In addition, reps can more easily select and swap templates, compose emails without templates, and edit and send emails, allowing them to be more productive. We’re also excited to highlight the addition of custom date ranges in Engage Reports so reps can analyze data across the duration of the sales cycle.
EDITABLE TEMPLATE REGIONS IN ENGAGE CAMPAIGNS
Finally, as part of these updates, we’re introducing a highly requested feature by users: editable regions in Engage Campaigns! Marketers now have the ability to designate which regions within templates can be edited by the sales user and lock regions they do not want edited. This allows reps to have access to marketing approved content, but ensures that branding standards, messaging, and legal disclaimers remain in tact. For more information, check out our Knowledge Base article on template regions.
We look forward to hearing your feedback on these new enhancements, and as always, you can continue to share your feedback on our Idea Exchange here.