See how your marketing campaigns translate to revenue and impact the bottom line.
Compare performance over time, drill into regional top performers, and highlight successful
campaigns. Also review channels to see which are most effective. The Campaign Analytics
template guides you through creating the app.
Required Editions
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also
available in Developer Edition. Requires a CRM Analytics license.
|
| User Permissions
Needed |
| To create and manage the Campaign Analytics app: |
Manage CRM Analytics Templated Apps |
| To use the Campaign Analytics app: |
Use CRM Analytics Templated Apps |
Before you create an app, make sure that:
- You have at least one row of data in the customizable Campaign Influence object.
- The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that
you want to analyze.
-
From the Analytics tab or Analytics Studio, click Create and
then select App.
-
Select the Campaign Analytics template to open the guided flow.
The guided flow checks that your org meets the minimum requirements.
-
If your org meets the minimum requirements, click Looks good,
next.
If the requirements aren’t met, check the feedback.
-
Name and save your app.
