Create and assign permission sets for the connector user and B2B Marketing Analytics users. The app version that you use determines which permission names are available.
Required Editions
| User Permissions Needed | |
|---|---|
| To select who can use B2B Marketing Analytics: | Customize Application AND Modify All Data |
To find out which license you’re using, head over to Salesforce Setup. Open Company Information, and look for the Permission Set License field. To find your connector version, open Account Engagement Settings. Under Account Information, find the Salesforce Connector Version field.This information can help you determine which permissions your B2B Marketing Analytics users need.
If your org uses the Analytics Embedded App permission set license, review Migration for Legacy Users.
Connector User
The connector user is used in orgs with the v1 Salesforce connector. The connector user must retain access to these permissions at all times. If you reassign the connector user for other purposes, B2B Marketing Analytics can’t receive updated data.
Permission Set Licenses
- B2B Marketing Analytics
- CRM User OR Sales User OR Service User
Permission Sets
- Account Engagement Connector User
- CRM User OR Sales Cloud User OR Service Cloud User
- B2B Marketing Analytics App
System Permissions
The B2B Marketing Analytics App permission set includes these system permissions by default.
- Create B2B Marketing Analytics Apps
- Download CRM Analytics Data
- Edit CRM Analytics Dataflows
- Manage CRM Analytics Templated Apps
- Use CRM Analytics Templated Apps
Integration User
The integration user is found in orgs with the v2 Salesforce connector. The integration user must retain access to these permissions at all times. If you reassign the integration user for other purposes, B2B Marketing Analytics can’t receive updated data.
Permission Set Licenses
- B2B Marketing Analytics
Permission Sets
- Account Engagement Integration User
- B2B Marketing Analytics App
System Permissions
Make sure that the B2B Marketing Analytics App permission set includes these system permissions.
- Create B2B Marketing Analytics Apps
- Download CRM Analytics Data
- Edit CRM Analytics Dataflows
- Manage CRM Analytics Templated Apps
- Use CRM Analytics Templated Apps
Manage Analytics User
Permission Set Licenses
- B2B Marketing Analytics
- Account Engagement OR CRM User OR Sales User OR Service User
Permission Sets
- Account Engagement User OR CRM User OR Sales Cloud User OR Service Cloud User
- B2B Marketing Analytics App
System Permissions
Make sure that the B2B Marketing Analytics App permission set includes these system permissions.
- Create B2B Marketing Analytics Apps
- Download CRM Analytics Data
- Edit CRM Analytics Dataflows
- Manage CRM Analytics Templated Apps
- Use CRM Analytics Templated Apps
Use Analytics User
Use a custom permission set to create use-only users. We recommend that you clone the original B2B Marketing Analytics permission set and remove unnecessary system permissions.
Permission Set Licenses
- B2B Marketing Analytics
- Account Engagement OR CRM User OR Sales User OR Service User
Permission Sets
- Account Engagement User OR CRM User OR Sales Cloud User OR Service Cloud User
- B2B Marketing Analytics App
System Permissions
Make sure that the cloned B2B Marketing Analytics permission set includes these system permissions.
- B2B Marketing Analytics Apps
- Use CRM Analytics Templated Apps