---
schema_version: "1"
id: df28856dabb2858d5373a5ce8a752270eba6fb46321c2a76b5a2d124f64a1644
title: Set Up B2B Analytics for Marketers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_reporting_b2b_analytics_marketers_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_reporting_b2b_analytics_marketers_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6d0e4fd21a544dd263fdb1b2faf2062d4f260bf3334784acd08665f0961ce06c
description: Set up B2B Analytics for Marketers to connect CRM and engagement data, deploy the required data kits, and install the dashboards.
products:
  - Marketing
release: "264"
---
# Set Up B2B Analytics for Marketers

Set up B2B Analytics for Marketers to connect CRM and engagement data, deploy the required data kits, and install the dashboards.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span>Salesforce <strong class="uicontrol">Enterprise</strong> and <strong class="uicontrol">Unlimited</strong> Editions with Marketing Cloud Next <strong class="uicontrol">Advanced</strong> Edition</span></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d61394e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61394e68 ">To set up B2B Analytics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61394e68 ">Data Cloud Admin, Marketing Cloud Admin, and Tableau Next Admin</td>

          </tr>
        </tbody>
      </table>

Before you start, confirm that [Marketing Performance Intelligence](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_marketing_performance.htm&type=5&language=en_US) is set up in your org.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_note.png)

Note

Checkmarks indicate completed steps. To use B2B Analytics for Marketers, confirm that all setup steps are marked complete.

1. From Setup, in the Quick Find box, enter B2B Analytics for Marketers, and then select **B2B Analytics for Marketers**.
2. Select the business unit, and then scroll to B2B Analytics for Marketers.
3. Verify that Data 360 and Tableau Next are turned on.
    
    If they aren't turned on, use the links next to each step to go to the setup pages and complete the setup.
4. Deploy the Sales Data Kit.
    1. In Data 360, go to Data Streams, and then click **New**.
    2. Select **Salesforce CRM**, and then click **Next**.
    3. On the View Bundles tab, confirm your org, select **Sales**, and then click **Next**.
    4. Verify that the required fields are selected for each object.
        
         
        | Object | Required Fields |
        | --- | --- |
        | Account | Id, Name, Type |
        | Contact | Id, Account, Individual |
        | Opportunity | Id, Name, CloseDate, CreatedDate, Account, IsClosed, IsWon, LeadSource, StageName, Owner, Probability, Amount |
        | User | Id, Name |
    5. Review the field mappings on the mapping page.
5. Deploy the Events Data Kit.
    1. In Data 360, go to Data Streams, and then click **New**.
    2. Select **Salesforce CRM**, and then click **Next**.
    3. On the View Bundles tab, confirm that your org is selected, select **Events**, and then click **Next**.
    4. Verify that the required fields are selected for the Event object.
        
         
        | Object | Required Fields |
        | --- | --- |
        | Event | Id, ActivityDateTime, StartDateTime, EndDateTime, EventSubtype, DurationInMinutes, Subject, Owner, Account |
    5. Review the field mappings on the mapping page.
6. Verify that Opportunity Influence is turned on.
    
    If it isn't turned on, use the link next to the step to complete the setup.
7. Verify that Marketing Performance Intelligence is installed.
    
    If it isn't installed, use the link next to the step to complete the setup.
8. Install the B2B Analytics for Marketers.

Installation can take some time. After installation is complete, view the dashboards from the Marketing Analytics tab, under B2B Analytics.