Engagement History Implementation Guide

This document is an implementation guide for Engagement History within Salesforce, specifically for the Winter '27 release. It outlines the necessary user permissions required to utilize Engagement History features, which include Account Engagement User, CRM User, Sales Cloud User, or Service Cloud User permission sets. The guide details how to show Engagement History on records, emphasizing the importance of connecting Salesforce and Account Engagement campaigns. It provides considerations for using Engagement History, including prerequisites such as a verified Salesforce connector and the need for connected campaigns to be enabled. Additionally, it describes how to create custom reports that incorporate engagement metrics alongside campaign and opportunity data. The document also explains the various components available for displaying engagement data, such as metrics fields, related lists, and Lightning components, and discusses how to utilize Engagement History dashboards for visualizing data effectively.