The Einstein Behavior Scoring dashboard brings intelligent data into your marketing app. To use the optional dashboard, set up Einstein and B2B Marketing Analytics.
Required Editions
| Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise Edition or higher |
| User Permissions Needed | |
|---|---|
| To create B2B Marketing apps: | B2B Marketing Analytics |
| To turn on and expose Einstein features: | Account Engagement Administrator role with Sales Cloud User, Service Cloud User, or CRM User permission set |
| To create a B2B Marketing Analytics app: |
Manage CRM Analytics Templated Apps AND Create B2B Marketing Analytics Apps OR B2B Marketing Analytics permission set |
| To use B2B Marketing Analytics: |
Use CRM Analytics Templated Apps AND Create B2B Marketing Analytics Apps OR B2B Marketing Analytics permission set |
- From Marketing Setup, enter Einstein in the QuickFind box, and then select Einstein Account Engagement.
- Select Einstein Behavior Scoring.
- Enable the feature, and then place the component on the pages where you want to show scores.
- After you begin to get scores from Einstein, open Analytics Studio from the App Launcher.
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Create an app.
If you already use B2B Marketing Analytics and want to add the Einstein Behavior Scoring dashboard to an app, click Reconfigure in the app header.
- On the Optional Features step in the setup wizard, select Einstein Behavior Scoring Dashboard.
- Save the app.
It can take time for the dashboard to start showing data. In the beginning, your dashboard contains information about a basic Einstein scoring model. As you accumulate engagement data, this model becomes more robust and shows asset-related insights.