---
schema_version: "1"
id: e955d16a25f056fb3fbe5d865fc4acdcce96d83232b98d657fc2aa83822b4f6e
title: Upgrade a B2B Marketing Analytics Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/pardot_b2bma_upgrade_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.pardot_b2bma_upgrade_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6140898ba9f867863ef2e9c145386e64a2dcba1e7c4680d2d23624c5ba0637e5
description: 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.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# 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.

### 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="d65741e86">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65741e86 ">To upgrade B2B Marketing Analytics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65741e86 ">Manage CRM Analytics Templated Apps AND Create B2B Marketing Analytics Apps OR B2B
              Marketing Analytics permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65741e86 ">To use B2B Marketing Analytics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65741e86 ">Use CRM Analytics Templated Apps AND Create B2B Marketing Analytics Apps OR B2B
              Marketing Analytics permission set</td>

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

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.

1. Open your B2B Marketing Analytics app in Analytics Studio.
2. Click **Upgrade to new version**.
3. Review the release notes provided, and continue through the setup questions.
4. Choose to overwrite your app or create one.

In Analytics Studio, check the update status at **Settings** | **Data Manager** | **Dataflow View**.

- **[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 Your 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.