The Unified Individual Engagement Report & Dashboard in Salesforce Data Cloud provides a 360° view of how a customer interacts across channels—including email, mobile, web, ads, and offline systems. This feature helps marketers, analysts, and consultants understand user behavior at the individual level using the Unified Profile.
In this blog, we will break down what the Unified Individual Engagement Dashboard is, how it works, real-life applications, and how you can activate it inside Salesforce Data Cloud.
What Is the Unified Individual Engagement Report?
The Unified Individual Engagement Report is a prebuilt analytics feature within Salesforce Data Cloud that visualizes a customer’s complete interaction history. It helps businesses understand individual engagement patterns such as:
- Email interactions (opens, clicks, bounces)
- Website behavior (page views, sessions)
- Mobile app usage
- Purchase and transaction history
- Service interactions
- Ad impressions and campaign attribution
Because this report is powered by the Unified Profile, all fragmented data from different systems is stitched together into a single individual identity.
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What Is the Unified Individual Engagement Dashboard?
The dashboard is a visual analytics layer built on top of the report. It includes charts, KPIs, timelines, and insights that allow users to analyze customer behavior instantly without writing queries.
Key Components
- Engagement Timeline: Chronological view of all interactions.
- Channel Breakdown: Email vs SMS vs Web vs App.
- Conversion Metrics: Identify high-intent behavior.
- Journey Performance: How customers move across lifecycle stages.
- AI-Powered Insights: Likelihood to convert, churn, or re-engage.
How the Unified Engagement Dashboard Works in Data Cloud
The dashboard is automatically powered by the Engagement Event Data Model Object (DMO). When activity data flows into Data Cloud from different channels, Salesforce maps it to standard DMOs.
Data Flow Process:
- Data enters via Data Streams (Salesforce, Marketing Cloud, Web SDK, Mobile SDK, APIs).
- Raw data is stored in Data Lake Objects (DLOs).
- Data is mapped to DMOs such as:
- Engagement Event
- Individual
- Unified Individual
- Interaction Summary
- Identity Resolution unifies identities.
- Engagement metrics populate automatically in the dashboard.
Why This Dashboard Is Important
The Unified Individual Engagement Dashboard empowers teams to understand real-time customer behavior and personalize marketing actions.
Benefits:
- Eliminates data silos
- Accelerates data analysis
- Helps build targeted segments
- Improves personalization
- Optimizes journeys and campaigns
- Strengthens customer experience strategies
Real-Life Example
A retail brand wants to analyze the engagement of a specific user. With the Unified Engagement Dashboard, the marketer can instantly view:
- The customer's last purchase value
- Email engagement history (opens, clicks)
- Website interactions (cart additions, product views)
- Mobile app sessions
- Ad campaign touchpoints
Based on this data, they can create a segment like "High-Intent Buyers Who Viewed Product X" and trigger a personalized offer in Journey Builder.
How to Activate Unified Individual Engagement Dashboard
- Go to **Data Cloud Setup**
- Enable **Individual & Engagement Reporting**
- Ensure **Engagement Event DMO** is mapped correctly
- Enable **Identity Resolution**
- Verify stitched profiles under **Unified Individuals**
- Open Analytics → Unified Engagement Dashboard
Once activated, the dashboard automatically populates as data flows in.
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Best Practices
- Always validate engagement data before mapping
- Use standard DMOs whenever possible
- Keep naming conventions consistent
- Ensure Identity Resolution is clean and accurate
- Document data flows and mappings for governance
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