To explore dashboards and lenses, create an app with the B2B Marketing Analytics
template. As feature updates become available to B2B Marketing Analytics, you must upgrade your
apps. You can also change an app’s settings at any time by reconfiguring it.
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 |
- Create a B2B Marketing Analytics App
To create a B2B Marketing Analytics app in your org, navigate to Analytics Studio and answer the setup questions.
- Reconfigure B2B Marketing Analytics
If you make a mistake during setup or have new business needs, you can change the configuration of your B2B Marketing Analytics app at any time.
- Upgrade a B2B Marketing Analytics Template
Each time Salesforce releases new datasets and improvements to the B2B Marketing Analytics template, each user must update their B2B Marketing Analytics app. When an upgrade is available, a link to upgrade appears in the app header.
