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            Install and Connect Analytics Objects

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            Install and Connect Analytics Objects

            Install the analytics packages and add users to analytics folders. Then, head to Digital Experiences to finalize the data connection.

            Required Editions

            Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition
            User Permissions Needed
            To install data kits and packages:

            View Setup and Configuration

            OR

            System Administrator profile

            OR

            Marketing Cloud Admin permission set
            To deploy data streams: Data Cloud Architect permission set
            To add Digital Experiences integrations: Content Admin role
            To customize the Analytics tab:

            Marketing Cloud Admin permission set

            OR

            Marketing Cloud Manager permission set

            Before you install the analytics packages, make sure to install and deploy the required marketing data kits.

            Also, confirm that Enable the Unified Experience for Analytics Home is turned on in your org. This setting controls access to the Analytics tab, where the installed dashboards, reports, and folders appear.

            1. From Setup, in the Quick Find box, enter Marketing Cloud. Under Reporting and Optimization, select Analytics.
            2. From the Analytics Packages section, install the Marketing Engagement Analytics package for all users.
            3. (Optional) If you’re using the SMS add-on, repeat these steps for the SMS Analytics package.
            4. (Optional) Configure tracking and analytics for the default Marketing Landing Pages site.
              1. From Setup, in the Quick Find box, enter All Sites. Under Digital Experiences, click All Sites.
              2. Next to Marketing Landing Pages, select Builder.
                Landing pages in Marketing Cloud Next are served using the Data 360 Sites framework. This site operates behind the scenes—don’t add content to it.
              3. Click Settings and select Integrations.
                Builder icons show Settings expanded on hover.
              4. On the Data Cloud tile, click Add to Site.
              5. (Optional) To collect engagement metrics and consent for tracking on landing pages, add the Data 360 Web Tracking Consent Banner integration. Then, in the site toolbar, click Publish.
                If you don’t need to track consent, skip this step and see Activity Tracking for Landing Pages.
              6. From Setup, in the Quick Find box, enter Marketing Cloud. Under Reporting and Optimization, select Analytics.
              7. Install the Landing Pages and Forms Analytics package for all users.
            5. From the Marketing app, make folders available to users.
              1. On the Analytics tab, click Browse (1), and select Folders (2).
                Analytics page with Browse and Folders buttons highlighted.
              2. For each report or dashboard folder, click the Show More Actions icon and select Share.
              3. For Entire Organization, set the access to Viewer.
              4. To add other users or groups, such as Editors or Managers, search for them in the Name field, and then apply the correct role.
              5. Save the changes.

            To avoid data processing issues, preserve field visibility for the Data 360 Salesforce Connector permission set. Visibility can change when you delete a field, change the permissions on a field, or change the API name for a custom field.

             
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