LenoxSoft wants to give users from their sales and marketing teams the power to explore and visualize important data by using the Engagement History…

To enable users to view the Engagement History Embedded Dashboard on Salesforce records, two primary configuration steps are necessary. First, users require the appropriate permissions to view CRM Analytics assets. The "Analytics View Only Embedded App" permission set is specifically designed to grant view-only access to dashboards embedded on Lightning pages without providing full access to the Analytics Studio. Second, the dashboard component must be made visible on the user interface. This is accomplished by an administrator using the Lightning App Builder to edit the relevant page layouts (e.g., Account, Campaign) and add the "Engagement History Dashboard" component to them.

A. This is incorrect because the Engagement History Dashboard is a pre-built CRM Analytics component, not a custom dashboard created from standard Salesforce reports.

B. This is incorrect because the requirement is to embed the dashboard on record pages for easy access, not to have users navigate to the separate Analytics Studio application.

1. Salesforce Help, Add Engagement History Dashboards to Page Layouts: This document explicitly outlines the two required steps.

For Option C: Under the "Before you begin" section, it states, "To give users access to embedded dashboards, assign them the Analytics View Only Embedded App permission set."

For Option D: The main section details the process: "Add the Engagement History Dashboard component to your account, lead, contact, person account, and opportunity page layouts... From the Lightning App Builder, drag the Engagement History Dashboard component onto the page."

2. Salesforce Help, Enable CRM Analytics and B2B Marketing Analytics: This setup guide confirms the process.

For Option C: In the "Assign Permission Sets to Users" step, it recommends assigning the "Analytics View Only Embedded App" permission set to users who only need to view embedded dashboards.

For Option D: The subsequent step, "Embed Analytics for Account Engagement Dashboards," instructs administrators to "Use the Lightning App Builder to add Analytics dashboards to Salesforce pages."