To explore sales and marketing dashboards and lenses, create an app with the Marketing Campaign Intelligence (MCI) app template. As feature updates become available to the app, you must upgrade it.
Required Editions
| Available in: Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Premium Edition. |
| Available in: Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Plus and Advanced Editions with the B2B Marketing Analytics Plus add-on. |
| User Permissions Needed | |
|---|---|
| To manage an MCI app: | B2B Marketing Analytics Plus Admin |
| To view MCI apps: |
B2B Marketing Analytics Plus User AND CRM User, Sales User, or Service User permission set |
- From the App Launcher, select Analytics Studio.
- Select Create, and then select App.
- Select Marketing Campaign Intelligence, and then click Continue.
- After the checklist screen, enter a name for your app and click Create.
- Check your email for a notification that the creation process is complete.
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To refresh the data in your app, schedule a dataflow to run automatically.
Dataflows are scheduled to sync every 24 hours by default. To make sure you have complete data, open Edit Connection Mode and schedule a periodic full sync.
During app creation, CRM Analytics also generates predictions in the Einstein Discovery story “Improve My Prospect Engagement.” To access it, open Analytics Studio and filter by Stories.
Keep an eye on the app header. When a new version of the Marketing Campaign Intelligence app becomes available, a link to upgrade appears. You can reconfigure your app at any time.