---
schema_version: "1"
id: cdc3dba10f97edb316b1c4874e7ef8f004a4d7793f71fef6380b8293afcb26c2
title: Set Up B2B Marketing Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/pardot_b2bma_setup_assistant.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.pardot_b2bma_setup_assistant.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 48a4f1f7405fbd121555c196b9afa009387bb277f69d9d3e38a661738eb80d67
description: Review the prerequisites and permissions details for B2B Marketing Analytics, and then enable the feature in the Marketing Setup app.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Set Up B2B Marketing Analytics

Review the prerequisites and permissions details for B2B Marketing Analytics, and then enable the feature in the Marketing Setup app.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d16041e86">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16041e86 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16041e86 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16041e86 ">To create B2B Marketing Analytics apps:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16041e86 ">
              <p>Manage CRM Analytics Templated Apps </p>
              <p style="margin-bottom:0;">AND</p>
              <p style="margin-bottom:0;"> Create B2B Marketing Analytics Apps OR
                B2B Marketing Analytics App permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-pardot-264-0-0-production-enus/5fef4d4f-9a34-45c6-8cd3-e3200b9eeba8/images/icon_note.png)

Note Tableau CRM is now known as [CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi.htm&language=en_US). 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.

For new users to B2B Marketing Analytics, here’s the fastest way to get started.

1. From Marketing Setup, select **B2B Marketing Analytics**, and then click **Getting Started**.
2. Expand each section to complete each task.
    1. Share Marketing Data: Click **Manage Assignments**, and then add the Integration user to the selected permission set. Then, add the sales and marketing users who need access to B2B Marketing Analytics apps.
    2. Enable CRM Analytics: Click **Open CRM Analytics Setup**, and then enable CRM Analytics. If the Data Rows heading and Setup tiles appear, it’s enabled.
    3. Enable Data Sync and Connections: Click **Open CRM Analytics Settings**, select **Enable Data Sync and Connections**, and then save.
3. Schedule replication.
4. After settings and permission sets are in place, you or your users can open Analytics Studio and begin creating apps.

To set up optional datasets and dashboards, select **Optional Features** in Marketing Setup.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-pardot-264-0-0-production-enus/5fef4d4f-9a34-45c6-8cd3-e3200b9eeba8/images/icon_tip.png)

Tip

By default, archived prospect data is included in CRM Analytics datasets. To exclude data from archived prospects in the pdProspects and odProspectActivity datasets, edit the preference in Account Engagement Settings.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-pardot-264-0-0-production-enus/5fef4d4f-9a34-45c6-8cd3-e3200b9eeba8/images/icon_note.png)

Note

The Data Sync and Connections setting is recommended for most users because it improves performance in CRM Analytics. When Data Sync is on, you must schedule replication to get the latest data. If you have any CRM Analytics apps besides B2B Marketing Analytics, Data Sync can retain other apps’ filters and show inaccurate data in B2B Marketing Analytics.

#### See Also

- [Permissions for B2B Marketing Analytics](https://help.salesforce.com/s/articleView?id=mktg.pardot_b2bma_assign_permissions.htm&release=264.0.0&type=5 "Create and assign permission sets for the connector user and B2B Marketing Analytics users. The app version that you use determines which permission names are available.")