Salesforce Docs Portal

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.

Required Editions

User Permissions Needed
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 AND Create B2B Marketing Analytics Apps OR B2B Marketing Analytics permission set
  1. In Salesforce, from the App Launcher (App launcher icon image shows 9 dots in a 3x3 pattern), find and open Analytics Studio.
  2. Click Create and select App.
  3. Click Start from Template and then select B2B Marketing Analytics.
    The app called B2B Marketing Analytics Legacy is no longer supported. Click through to the Details page, and verify that Version 2.0 appears in the sidebar.
    The B2B Marketing Analytics modal shows "Version 2.0" highlighted on the left sidebar.
  4. Click Next and continue through setup.
  5. Click Done.
Note
Note During the setup process, choose whether to include optional dashboards and datasets.

The setup process continues in the background. To see the status of your app, navigate to Settings | Data Manager | Dataflow View in Analytics Studio.