Before you set up Marketing Intelligence in Marketing Cloud Next, confirm that you have the necessary licenses,
roles, and permissions to access the data and features. Marketing Intelligence uses permission
set groups, which bundle the permissions for a specific role into one assignment. A Salesforce
admin can assign a user one of three permission set groups based on their role: MI Admin, MI
Data Specialist, or MI Marketing Manager.
Marketing Intelligence is available in Lightning Experience for these standard
Salesforce editions:
- Developer
- Enterprise
- Performance
- Unlimited
To access Marketing Intelligence, make sure you have:
- Salesforce account
- Data 360 license with the Semantic Layer enabled
- Tableau Next license
- Marketing Intelligence permission set
| Role |
description |
Permission Set Group |
Included permission Sets |
| Admin |
The Admin has full access to configure all Marketing Intelligence
features, including setting up and installing the semantic model and
application. |
MI Admin |
- Marketing Intelligence Admin
- Tableau Next Admin
- Tableau Unmetered Admin
- Data Cloud Architect
|
| Data Specialist |
The Data Specialist has full access to Marketing Intelligence entities and
can configure data management with targeted permissions access to the Data Management
tab. |
MI Data Specialist |
- MI Marketing Data Specialist
- Tableau Next Platform Analyst
- Tableau Unmetered Platform Analyst
- Data Cloud Activation Specialist
|
| Marketing Manager |
The Marketing Manager can view marketing performance dashboards and access Marketing Intelligence to view and create marketing goals. |
MI Marketing Manager |
- Marketing Intelligence Manager
- Tableau Next Self-Service Consumer
- Tableau Unmetered Self-Service Consumer
- Data Cloud User
|
