---
schema_version: "1"
id: 52452cc35b69c33f48dae5762409e107707413a40cdb3f52df175373b07d73c7
title: Migration for Legacy Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/pardot_b2bma_migrate_legacy.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.pardot_b2bma_migrate_legacy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 89b8e4aa342304ea20173dee39640537cbe724e4056e1962529d50a8216d7bc2
description: Datasets in legacy B2B Marketing Analytics apps are longer updated. Legacy apps include any custom apps that you made without selecting the B2B Marketing Analytics app template during setup. To get access to the most recent features and data, upgrade to templated apps.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Migration for Legacy Users

Datasets in legacy B2B Marketing Analytics apps are longer updated. Legacy apps include any custom apps that you made without selecting the B2B Marketing Analytics app template during setup. To get access to the most recent features and data, upgrade to templated apps.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span>Account Engagement <strong>Plus</strong>, <strong>Advanced</strong>, and <strong>Premium</strong> Editions</span> with Salesforce <strong>Enterprise</strong> Edition or higher</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><span>Available for an extra cost in legacy Account Engagement <strong>Pro</strong> and <strong>Ultimate</strong> Editions</span> with Salesforce <strong>Enterprise</strong> Edition or higher</td></tr></tbody></table>

Migration steps vary depending on when you purchased B2B Marketing Analytics and whether you enabled a recent version. Review these setup descriptions to identify which steps to take.

If you choose to migrate your app’s customizations, learn what to do before and after.

- [Before You Upgrade](https://help.salesforce.com/s/articleView?id=mktg.pardot_b2bma_before_upgrade.htm&release=264.0.0&type=5 "Before you upgrade a B2B Marketing Analytics app, identify and log the dataset IDs that are referenced in your dataflows, lenses, and dashboards. The upgrade automatically replaces the IDs that are necessary for the standard dashboards in your app.")
- [After You Upgrade](https://help.salesforce.com/s/articleView?id=mktg.pardot_b2bma_after_upgrade.htm&release=264.0.0&type=5 "Now that you’ve prepared your tracking spreadsheet and upgraded the B2B Marketing Analytics app, reinstate your customizations.")

## Set Up for Legacy Add-On Users

**I purchased B2B Marketing Analytics as an add-on, and I didn’t migrate to the app template.**

Migrate your legacy apps to the latest version of B2B Marketing Analytics. The permission set license in your account is called Analytics Embedded App.

1. Review the prerequisite settings.
2. Create the Manage CRM Analytics Templated Apps permission set, and assign it to the connector user.
3. Create the Use CRM Analytics Templated Apps perm set, and assign it to sales and marketing users.
4. Save custom lenses, datasets, or dashboards to the My Shared Apps or My Private Apps folder.
5. Create an app.

- **[Permissions for the Analytics Embedded App License](https://help.salesforce.com/s/articleView?id=mktg.pardot_b2bma_perms_aea.htm&release=264.0.0&type=5)**  
    The app version that you use determines which permissions are available. After you determine which Salesforce permission set license you have, assign the other permission sets and system permissions to different types of users.