Salesforce Docs Portal

Set Up B2B Marketing Analytics Plus

To get started with B2B Marketing Analytics Plus, review the data requirements and make sure that the prerequisite features are in use. After everything is set up, invite users to create their own apps in Analytics Studio.

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 enable B2B Marketing Analytics Plus: Customize Application
To create and customize B2B Marketing Analytics Plus apps: B2B Marketing Analytics Plus Admin
To view shared B2B Marketing Analytics Plus apps: B2B Marketing Analytics Plus User
Note
Note Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.

Many assignments and settings are on by default. We recommend that you verify these settings before you tell users to create apps.

Watch a Demo: play button iconGetting Ready for B2B Marketing Analytics Plus (English Only)

  1. From Setup, in the Quick Find box, enter Analytics, and then verify that these settings are enabled: CRM Analytics and Data Sync and Connections.
  2. In the Quick Find box, enter Einstein Discovery, and then enable the feature.
  3. Make sure that Customizable Campaign Influence is turned on and data requirements are met.
  4. Give users these required permission sets: CRM User, Sales User, or Service User AND B2B Marketing Analytics Plus Admin.
  5. Verify that object permissions on the Analytics Cloud Integration User profile are set to Read on these objects: Accounts, Campaigns, Campaign Influence, Contacts, Events, Landing Pages, List Emails, Marketing Forms, Marketing Links, and Opportunities. If updates are needed, clone the profile and Add the necessary permissions.
  6. When permissions are complete, notify the users that they can create their own apps.
Note
Note

By default, archived prospect data is included in CRM Analytics datasets. To exclude data from archived prospects in the Prospects and Prospect and Activity datasets, change your preferences in Account Engagement Settings.

See Also