Lightning Enhancements for Pardot and Salesforce Engage

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.

Screenshot: Engagement History: Website visit 23 min ago. Webinar Accepted 22 min ago.

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.

Screenshot: Engage Report: All Emails. Plot graph filtered by date range.

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.

Screenshot: Leads tab. Edit Email screen.

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.

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7 thoughts on “Lightning Enhancements for Pardot and Salesforce Engage

  • Hi Reena,

    I don’t have Engage License & using Salesforce along with Pardot. Is it mandatory to have Engage license to view Pardot Activity within Salesforce Lightning Version?

    If not show me the way.

    Thanks,
    Sharad

  • Hi Sharad,

    You do not need an Engage license to be able to view activities in the Engagement History lightning component. The user does need to have a Pardot license and have single-sign on enabled though. You will need to drag the Engagement History component onto any lead or contact pages and apply permissions as necessary. You can find more instructions for adding lightning components here: https://help.salesforce.com/articleView?id=lightning_app_builder_customize_lex_pages.htm&type=0&language=en_US

  • Is the rollout for this new feature complete, the Engagement History component I am not able to currently see the component under the standard lightning components, does it have to be made available somehow?

  • Hi Trent,
    Yes, the feature is generally available to all customers. You will first want to check and that you have the latest Pardot package installed: 14.2.1, Number 3.5.1. If you are on the latest, you will need to make sure that you have my domain deployed to your org as custom components won’t display without that. The Engagement History component is technically a custom component, but will appear under the Standard section right now. You can find more instructions on deploying my domain here: https://help.salesforce.com/articleView?id=domain_name_guidelines.htm&language=en_US&type=0

  • I tried to add it to my lead lightning page and I get an error
    “Unfortunately, there was a problem. Please try again. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. This page has an error. You might just need to refresh it. Uncaught error in $A.run() [Cannot read property ‘b’ of null]”

  • I want to know if I can use Salesforce and Pardot for multiple departments considering that each would have their own unique requirements and marketing campaigns.

Comments are closed.

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