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.
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 |
| User Permissions Needed | |
|---|---|
| To upgrade B2B Marketing Analytics: | 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 |
To migrate customizations, move dashboards, datasets, and saved lenses into My Shared App or My Private App. Next, upgrade the app and edit the existing queries to reference the new dataset IDs. Confirm that important assets and customizations are available in the new app.
- Open your B2B Marketing Analytics app in Analytics Studio.
- Click Upgrade to new version.
- Review the release notes provided, and continue through the setup questions.
- Choose to overwrite your app or create one.
In Analytics Studio, check the update status at Settings | Data Manager | Dataflow View.
- Before You Upgrade
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 Your Upgrade
Now that you’ve prepared your tracking spreadsheet and upgraded the B2B Marketing Analytics app, reinstate your customizations.