B2B Marketing Analytics Datasets

Several datasets become available when you set up B2B Marketing Analytics. To create helpful metrics that tell you more about your marketing and sales performance in the B2B Marketing Analytics app, combine and filter different fields.

Required Editions

Available in: Account Engagement Plus, Advanced, and Premium Editions with Salesforce Enterprise Edition or higher
Available for an extra cost in legacy Account Engagement Pro and Ultimate Editions with Salesforce Enterprise Edition or higher

The tables include label and field text. When you create or edit queries by hand in CRM Analytics Studio, use the value in the field text column.

Dates and times are returned in Coordinated Universal Time (UTC) unless otherwise noted.

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.

Pardot Campaign Dataset

The dataset ID is pdCampaign. Each row represents an individual Account Engagement campaign. A connected campaign includes a Campaign ID (CRM) value. This dataset doesn’t include data from archived campaigns.

Label Field Description Origin
Campaign Date campaign_date Date that a campaign is created in Account Engagement. Account Engagement
Campaign ID (CRM) campaign_crm_id Associated Salesforce campaign ID. Salesforce
Campaign ID (external) campaign_id Account Engagement campaign ID. Account Engagement
Cost cost Total cost of an Account Engagement campaign (currency based on locale). Account Engagement
Name campaign_name Name of an Account Engagement campaign. Account Engagement
Tags tags Account Engagement tags associated with a campaign. Account Engagement

Pardot Email Dataset

The dataset ID is pdEmail. Each row represents one day of statistics for an individual list email. List emails related to a connected campaign include values labeled (CRM), which correspond to the counterpart Salesforce campaign. This dataset includes data from active and archived emails (in demo orgs, archived emails aren’t included).

Label Field Description Origin
Bounce Rate bounce_rate Percentage of total bounces compared to emails sent. Account Engagement
Campaign campaign_name Associated campaign name. Account Engagement
Campaign ID (CRM) campaign_crm_id Associated Salesforce campaign ID. Salesforce
Campaign ID (external) campaign_id Associated Account Engagement campaign ID. Account Engagement
Click To Open Ratio click_to_open_rate Percentage of unique link clicks compared to unique HTML opens, totaled by day. Account Engagement
Created At Date created_at Date that an email is created in Account Engagement. Account Engagement
Created By created_by First and last name of an Account Engagement user who creates an email. Account Engagement
Created By - User ID (CRM) created_by_crm_id Salesforce user ID of an associated Account Engagement user who creates an email. Salesforce
Delivery Rate delivery_rate Percentage of emails delivered compared to emails sent, totaled by day. Account Engagement
Email ID email_id Email ID. Account Engagement
HTML Open Rate html_open_rate Percentage of unique HTML opens compared to emails delivered, totaled by day. Account Engagement
Name email_name Name of an email. Account Engagement
Opt Out Rate opt_out_rate Percentage of opt outs compared to emails delivered, totaled by day. Account Engagement
Sent On Date sent_at Date that an email sends. Account Engagement
Sent To sent_to Names of segmentation lists that an email sends. Account Engagement
Spam Complaint Rate spam_complaint_rate Percentage of spam complaints compared to emails delivered, totaled by day. Account Engagement
Stats Date stats_date Date that an email's statistics are pulled. Account Engagement
Stats ID stats_id Stats ID of an email. Account Engagement
Subject subject Subject line of an email. Account Engagement
Suppressed From suppressed_from Names of segmentation lists that an email sends to. Account Engagement
Tags tags Tags associated with an email. Account Engagement
Total Bounced total_bounced Sum of soft-bounced and hard-bounced emails, totaled by day. Account Engagement
Total Clicks total_clicks Number of link clicks, totaled by day. Account Engagement
Total CTR total_ctr Percentage of link clicks compared to emails delivered, totaled by day. Account Engagement
Total Delivered delivered Number of emails delivered, totaled by day. Account Engagement
Total Hard Bounced hard_bounced Number of emails that hard bounce, totaled by day. Account Engagement
Total HTML Opens total_html_opens Number of HTML opens, totaled by day. Account Engagement
Total Opt Outs opt_outs Number of opt outs, totaled by day. Account Engagement
Total Queued queued Number of emails queued, totaled by day. Account Engagement
Total Sent sent Number of email sends, totaled by day. Account Engagement
Total Soft Bounced soft_bounced Number of emails that soft bounce, totaled by day. Account Engagement
Total Spam Complaints spam_complaints Number of spam complaints, totaled by day. Account Engagement
Unique Clicks unique_clicks Number of unique link clicks, totaled by day. Account Engagement
Unique CTR unique_ctr Percentage of unique clicks compared to emails delivered, totaled by day. Account Engagement
Unique HTML Opens unique_html_opens Number of unique HTML opens, totaled by day. Account Engagement
Updated At Date updated_at Date of an email's last update. Account Engagement
Updated By updated_by First and last name of an Account Engagement user who most recently edits an email. Account Engagement
Updated By - User ID (CRM) updated_by_crm_id Salesforce user ID of associated Account Engagement user who most recently edits an email. Salesforce

Pardot Email Template Dataset

The dataset ID is pdEmailTemplate. Each row represents one day of statistics for an individual email template. Email templates associated with a connected campaign include a value that includes (CRM), which corresponds to the counterpart Salesforce campaign. This dataset includes data from active and archived email templates. Email metrics are based on the emails built on selected email templates.

Label Field Description Origin
Bounce Rate bounce_rate Percentage of unique link clicks compared to unique HTML opens, totaled by day. Account Engagement
Campaign campaign_name Name of an Account Engagement campaign associated with an email template. Account Engagement
Campaign ID (CRM) campaign_crm_id Associated Salesforce campaign ID. Salesforce
Campaign ID (external) campaign_id Associated Account Engagement campaign ID. Account Engagement
Created At Date created_at Date that an email template is created. Account Engagement
Delivery Rate delivery_rate Percentage of emails delivered compared to emails sent, totaled by day. Account Engagement
Email Template ID email_template_id Email template ID. Account Engagement
Open Rate html_open_rate Percentage of unique HTML opens compared to emails delivered, totaled by day. Account Engagement
Name email_template_name Name of an email template. Account Engagement
Opt Out Rate opt_out_rate Percentage of opt outs compared to emails delivered, totaled by day. Account Engagement
Sender sender A name in the Sender field of an email template. This field displays the specified user or general username that appears at the end of the sending hierarchy, if the name is available. Account Engagement
Spam Complaint Rate spam_complaint_rate Percentage of spam complaints compared to emails delivered, totaled by day. Account Engagement
Stats Date stats_date Date that an email template's statistics are pulled. Account Engagement
Stats ID stats_id Stats ID of an email template. Account Engagement
Subject subject Subject line of an email template. Account Engagement
Tags tags Tags associated with an email template. Account Engagement
Total Bounces total_bounces Sum of soft-bounced and hard-bounced emails, totaled by day. Account Engagement
Total Clicks total_clicks Number of link clicks, totaled by day. Account Engagement
Total CTR total_ctr Percentage of link clicks compared to emails delivered, totaled by day. Account Engagement
Total Delivered total_delivered Number of emails delivered, totaled by day. Account Engagement
Total Hard Bounced total_hard_bounced Number of emails that hard bounce, totaled by day. Account Engagement
Total HTML Opens total_html_opens Number of HTML opens, totaled by day. Account Engagement
Total Opt Outs opt_outs Number of opt outs, totaled by day. Account Engagement
Total Queued queued Number of emails queued, totaled by day. Account Engagement
Total Sent sent Number of email sends, totaled by day. Account Engagement
Total Soft Bounced total_soft_bounced Number of emails that soft bounce, totaled by day. Account Engagement
Total Spam Complaints spam_complaints Number of spam complaints, totaled by day. Account Engagement
Type type Type of email template: HTML or Text. Account Engagement
Unique Clicks unique_clicks Number of unique link clicks, totaled by day. Account Engagement
Unique CTR unique_ctr Percentage of unique clicks compared to emails delivered, totaled by day. Account Engagement
Updated At Date updated_at Date of an email template's last update in Account Engagement. Account Engagement

Pardot Form and Form Handler Dataset

The dataset ID is pdFormAndHandler. Each row represents one day of statistics for an individual form or form handler. Assets associated with a connected campaign contain a value that includes (CRM), which corresponds to the counterpart Salesforce campaign. This dataset includes data from active and archived forms and form handlers.

Label Field Description Origin
Campaign campaign_name Associated campaign name. Account Engagement
Form or Form Handler ID asset_id Asset ID. Account Engagement
Campaign ID (CRM) campaign_crm_id Associated Account Engagement campaign ID. Salesforce
Campaign ID (external) campaign_id Associated Salesforce campaign ID. Account Engagement
Conversions conversion Number of conversions, totaled by day. Account Engagement
Name asset_name Name of an asset. Account Engagement
Stats Date stats_date Date that a form or form handler's statistics are pulled. Account Engagement
Tags tags Tags associated with a form or form handler. Account Engagement
Total Clicks total_clicks Number of link clicks, totaled by day. Account Engagement
Total Conversion Rate total_conversion_rate Percentage of conversions compared to form and form handler submissions, totaled by day. Account Engagement
Total Error Rate total_error_rate Percentage of errors compared to form and form handler submissions, totaled by day. Account Engagement
Total Errors total_errors Number of errors, totaled by day. Account Engagement
Total Submission Rate total_submission_rate Percentage of submissions compared to form and form handler views, totaled by day. Account Engagement
Total Submissions total_submissions Number of form and form handler submissions, totaled by day. Account Engagement
Total Views total_views Number form and form handler views, totaled by day. Account Engagement
Type asset_type Type of asset: Form or Form Handler. Account Engagement
Unique Clicks unique_clicks Number of unique link clicks, totaled by day. Account Engagement
Unique Errors unique_errors Number of unique errors, totaled by day. Account Engagement
Unique Submissions unique_submissions Number of unique submissions, totaled by day. Account Engagement
Unique Views unique_views Number of unique views, totaled by day. Account Engagement

Pardot Landing Page Dataset

The dataset ID is pdLandingPage. Each row represents one day of statistics for an individual landing page. Assets related to a connected campaign contain a value that includes (CRM), which corresponds to the counterpart Salesforce campaign. This dataset includes data from active and archived landing pages.

Label Field Description Origin
Campaign campaign_name Associated campaign name. Account Engagement
Campaign ID (CRM) campaign_crm_id Associated Account Engagement campaign ID. Account Engagement
Campaign ID (external) campaign_id Associated Salesforce campaign ID. Salesforce
Conversions conversion Associated Salesforce campaign ID. Salesforce
Created created_at Date that a landing page is created. Account Engagement
Created By created_by First and last name of an Account Engagement user who creates a landing page. Account Engagement
Created By - User ID (CRM) created_by_crm_id Salesforce user ID of associated Account Engagement user who creates a landing page. Salesforce
Form form_name Name of an included form, if applicable. Account Engagement
Landing Page ID landing_page_id Unique identifier for a landing page. Account Engagement
Name landing_page_name Name of a landing page. Account Engagement
Short URL short_url Short URL of a landing page. Account Engagement
Stats Date stats_date Date that a landing page's statistics are pulled. Account Engagement
Submission Rate submissionRate Percentage of submissions compared to landing page views, totaled by day (Hidden). Account Engagement
Tags tags Tags associated with a landing page. Account Engagement
Total Clicks total_clicks Number of link clicks, totaled by day. Account Engagement
Total Errors total_errors Number of form errors, totaled by day. Account Engagement
Total Submissions total_submissions Number of form and landing page submissions, totaled by day. Account Engagement
Total Views total_views Number of landing page views, totaled by day. Account Engagement
Unique Clicks unique_clicks Number of unique link clicks, totaled by day. Account Engagement
Unique Errors unique_errors Number of unique form errors, totaled by day. Account Engagement
Unique Submissions unique_submissions Number of unique submissions, totaled by day. Account Engagement
Unique Views unique_views Number of unique landing page views, totaled by day. Account Engagement
Updated updated_at Date of a landing page's last update. Account Engagement
Updated By updated_by First and last name of an Account Engagement user who most recently edits a landing page. Account Engagement
Updated By - User ID (CRM) created_by_crm_id Salesforce user ID of an associated Account Engagement user who most recently edits a landing page. Salesforce
URL url Full URL of a landing page. Salesforce

Pardot Opportunity Dataset

The dataset ID is pdOpportunity. Each row represents an individual Account Engagement opportunity. Opportunities related to a connected campaign contain a value that includes (CRM), which corresponds to the counterpart Salesforce campaign. This dataset includes data from active and archived opportunities.

Label Field Description Origin
Account ID (CRM) account_crm_id Account ID that a prospect or lead is related to. Salesforce
Pardot Campaign campaign_name Name of an Account Engagement campaign that aprospect is assigned to. Account Engagement
Campaign Date campaign_date Date and time that a campaign is created. Account Engagement
Campaign Cost campaign_cost Campaign cost amount associated with an opportunity (currency is based on the locale setting). Account Engagement
CRM Campaign ID campaign_crm_id Salesforce ID of an opportunity’s associated Account Engagement campaign. Salesforce
Pardot Campaign ID campaign_id ID for an opportunity’s associated Account Engagement campaign. Account Engagement
Close Date close_date Date and time that an opportunity closes. Account Engagement
Monetary Value monetary_value Dollar amount of an opportunity’s value (currency is based on the locale setting). Account Engagement
Opportunity Created Date opportunity_date Date and time that an opportunity is created in Salesforce. Account Engagement
CRM Opportunity ID opportunity_crm_id Salesforce ID of an opportunity. Salesforce
Pardot Opportunity ID opportunity_id ID of an Account Engagement opportunity. Account Engagement
Opportunity Status opportunity_status Status of an opportunity: Open, Won, or Lost. Salesforce
Opportunity Stage opportunity_stage Lifecycle stage of an opportunity in Salesforce. Salesforce
Opportunity Type opportunity_type Type of opportunity, from Salesforce. Salesforce
Opportunity Name opportunity_name Name of an opportunity in Salesforce. Salesforce
Opportunity Probability opportunity_probability Percentage of estimated confidence in closing an opportunity, from Salesforce. Salesforce
Tags tags Tags associated with an opportunity. Account Engagement

Pardot Prospect Dataset

The dataset ID is pdProspect. Each row represents a unique prospect. Prospects related to a lead or contact in Salesforce include values labeled (CRM). By default, this dataset includes data from active and archived prospects. An admin can edit this option in Account Engagement Settings.

Label Field Description Origin
Account Name account_name Prospect’s account name. Account Engagement
Address One address_one Prospect’s address, line one. Account Engagement
Address Two address_two Prospect’s address, line two. Account Engagement
Annual Revenue annual_revenue Annual revenue for a prospect’s company. Account Engagement
Is Archived is_archived Indicates whether a prospect record is in the Recycle Bin: True or False. Account Engagement
Assigned Date assigned_date Date and time that a prospect is assigned to a user. Account Engagement
Is Assigned is_assigned Indicates whether a prospect is assigned to a user: True or False. Account Engagement
Assigned User First Name assigned_user_first_name First name of a prospect’s assigned user. Account Engagement
Assigned User Full Name assigned_user_full_name First and last name of a prospect’s assigned user. Account Engagement
Assigned User Last Name assigned_user_last_name Last name of a prospect’s assigned user. Account Engagement
City city Prospect’s city. Account Engagement
Comments comments User comments about a prospect. Account Engagement
Company company Prospect’s company name. Account Engagement
Country country Prospect’s country. Account Engagement
Created At Date created_at_date Date and time that a prospect is created. Account Engagement
Created by First Name created_by_first_name First name of a user who creates a prospect. Account Engagement
Created By Last Name created_by_last_name Last name of a user who creates a prospect. Account Engagement
CRM Account ID account_crm_id Salesforce ID for a prospect’s account. Salesforce
CRM Contact ID crm_contact_fid Salesforce ID for a prospect’s synced contact. Salesforce
CRM Lead/Contact ID contact_crm_id Salesforce ID of a prospect’s assigned lead or contact record. Salesforce
CRM Last Activity Date crm_last_activity_date Date and time of the last activity in Salesforce on a prospect’s lead or contact record. Salesforce
CRM Lead ID crm_lead_fid Salesforce ID for a prospect’s synced lead. Salesforce
CRM Owner ID crm_owner_fid Salesforce ID for a prospect’s assigned user. Salesforce
Department department Prospect’s department. Account Engagement
Email email Prospect’s email address. Account Engagement
Employees employees Number of employees who work at a company. Account Engagement
Fax fax Prospect’s fax number. Account Engagement
First Name first_name Prospect’s first name. Account Engagement
First Visit Date first_visitor_date Date and time of the first visitor activity. Identified by IP address and associated with a prospect by email address. Account Engagement
Full Name full_name Prospect’s first and last name. Account Engagement
Pardot Grade grade Prospect’s grade in Account Engagement. Account Engagement
Industry industry Type of industry for a prospect’s company. Account Engagement
Is Do Not Call is_do_not_call Indicates whether a prospect has fully opted out of phone calls: True or False. Account Engagement
Is Do Not Email is_do_not_email Indicates whether a prospect has opted out of all email types: True or False. Account Engagement
Job Title job_title Prospect’s job title. Account Engagement
Last Activity Date last_activity_date Date and time that a prospect last interacts with a marketing asset. Account Engagement
Last Name last_name Prospect’s last name. Account Engagement
Most Recent Visitor Date most_recent_visitor_date Date and time of the most recent visitor activity. Identified by different IP address and associated with a prospect by the same email address. Account Engagement
MQL Date mql_date Date and time that a prospect is assigned to the MQL stage. Account Engagement
Opted Out opted_out Indicates whether a prospect has opted out of marketing emails: True or False. Account Engagement
Pardot Account ID pardot_account_id Business unit ID associated with the B2B Marketing Analytics app. Account Engagement
Pardot Visitor ID visitor_id Prospect’s visitor ID. Account Engagement
Phone phone Prospect’s phone number. Account Engagement
Pardot Prospect ID id Prospect’s ID. Account Engagement
Salutation salutation Prospect’s preferred title, as a picklist. Account Engagement
Pardot Score score Prospect’s score in Account Engagement. Account Engagement
Source Campaign source_campaign Vendor name and source type that indicates a prospect’s original source. Account Engagement
Source source Campaign associated with a prospect’s first touch. Account Engagement
Stage stage Prospect’s stage in the marketing lifecycle. Account Engagement
State state Prospect’s state. Account Engagement
Tags tags Tags associated with a prospect. Account Engagement
Territory territory Prospect’s territory. Account Engagement
Updated At Date updated_at_date Date and time of a prospect's last update. Account Engagement
Updated By First Name updated_by_first_name First name of a user who last updates a prospect. Account Engagement
Updated By Last Name updated_by_last_name Last name of a user who last updates a prospect. Account Engagement
Website website URL of a prospect’s company website. Account Engagement
Years In Business years_in_business Length of time that a prospect’s company has been in business. Account Engagement
Zip zip Prospect’s ZIP code. Account Engagement

Prospect and Activity Dataset

The dataset ID is pdProspectActivity. Each row represents a unique engagement activity and data related to the prospect who performed it.

The fields and labels vary slightly depending on whether you have Object Sync turned on.

For emails sent through Engagement Studio, the Engagement History dataset includes send data only for engagement programs created after December 14, 2018.

Pardot Tags Dataset

Each row of this dataset represents a unique, assigned tag. This dataset includes active tags for campaigns, emails, forms, form handlers, landing pages, opportunities, and prospects.

Label Field Origin
Name tag_name Account Engagement
Tag ID tag_id Account Engagement

Pardot Users Dataset

The dataset ID is pdUser. It’s used in the B2B Marketing Analytics (Auto Sync for Account Engagement) app template. Each row represents one user.

Label Field Origin
Created At Date created_at Account Engagement
Email email Account Engagement
First Name first_name Account Engagement
Full Name full_name Account Engagement
Is Archived is_archived Account Engagement
Job Title job_title Account Engagement
Last Name last_name Account Engagement
Updated At Date updated_at Account Engagement
User ID (external) user_id Account Engagement
Username username* Salesforce or Account Engagement

Pardot Visitor Dataset

The dataset ID is pdVisitor. Each row represents one day of statistics for an individual visitor. This dataset doesn’t include data from archived visitors.

Label Field Origin
Campaign Name campaign_name Account Engagement
Campaign ID (CRM) campaign_crm_id Salesforce
Campaign ID (external) campaign_id Account Engagement
Stage stage Account Engagement
Stats Date stats_date Account Engagement
Tags tags Account Engagement
Visitor Count visitor_count Account Engagement

Account-Based Marketing Datasets

B2B Marketing Analytics features optional account-based marketing offerings that come from three datasets. These datasets include active data only. They exclude data from archived accounts.

Account-Based Marketing Contact—The dataset ID of this optional account-based marketing dataset is pdAbmContact. Each row represents an individual Salesforce contact.

Label Field
Account Name AccountId.Name
Contact Pardot Score WhoID.pi__score__c

Account-Based Marketing Event—The dataset ID of this optional account-based marketing dataset is pdAbmEvent. Each row represents an individual Salesforce event. This data originates in the Email object and pulls records for events that have passed. Event types include Call, Email, Meeting, Prep, and Other.

Label Field
Account Name AccountId.Name
Contact ID WhoId.ID
Contact Name WhoId.Name
Contact Pardot Grade WhoID.pi__grade__c
Contact Pardot Score WhoID.pi__score__c
Contact Title WhoId.Title
Duration DurationInMinutes
Event Account ID AccountId.Id
Owner ID OwnerId.Id
Owner Name OwnerId.Name

Account-Based Marketing Opportunity—The dataset ID of this optional account-based marketing dataset is pdAbmOpp. Each row represents an individual Salesforce opportunity.

Label Field
Account Industry AccountId.Industry
Account Name AccountId.Name
Account Owner ID AccountId.OwnerId.Id
Amount Amount
Close Date CloseDate
Opportunity Name Name
Owner Name AccountId.OwnerId.Name

Multi-Touch Attribution Dataset

The dataset ID of this optional multi-touch attribution dataset is pdMultiAttrib. Each row represents an individual Salesforce campaign influence record and includes additional campaign, contact, opportunity, and account field values for context.

Label Field
Account OpportunityId.AccountId.Name
Account Id OpportunityId.AccountId
Campaign CampaignId.Name
Campaign Actual Cost CampaignId.ActualCost
Campaign Budgeted Cost CampaignId.BudgetedCost
Campaign End Date CampaignId.EndDate
Campaign ID CampaignID
Campaign Influence ID Id
Campaign Influence Model ModelId.MasterLabel
Campaign Influence Model ID ModelId
Campaign Start Date CampaignId.StartDate
Contact ContactId.Name
Contact First Name ContactId.FirstName
Contact ID ContactId
Contact Last Name ContactId.LastName
Lead Source ContactId.LeadSource
Opportunity OpportunityId.Name
Opportunity ID OpportunityId
Revenue CimtaGenerated.TotalRevenue
Revenue Share RevenueShare
ROI CimtaGenerated.Roi
Stage Name OpportunityId.StageName
Total Value CimtaGenerated.TotalValue