To explore prospect account-focused dashboards and lenses, create an app with the Account-Based Marketing (ABM) app template. As feature updates become available to the app, you must upgrade it.
Required Editions
| Available in: Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Premium Edition or the B2B Marketing Analytics Plus add-on |
| User Permissions Needed | |
|---|---|
| To create and customize B2B Marketing Analytics Plus apps: | B2B Marketing Analytics Plus Admin |
| To view B2B Marketing Analytics Plus apps: | B2B Marketing Analytics Plus User |
- From the App Launcher, select Analytics Studio.
- Select Create, and then select App.
- Select Account-Based Marketing, and then click Continue.
- Answer the setup questions, and then click Done.
- To access your ABM app, return to Analytics Studio, and then choose it from the Apps table.
- To refresh the data in your app, schedule a dataflow to run automatically.
During app creation, CRM Analytics also generates predictions in an Einstein Discovery story. To access it, open Analytics Studio and filter by Stories.
Keep an eye on the app header. When a new version of the Account-Based Marketing app becomes available, a link to upgrade appears. You can reconfigure your app at any time.