Considerations for B2B Marketing Analytics Plus
Before you start using B2B Marketing Analytics Plus, review these considerations.
Required Editions
| Available in: Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Premium Edition. |
| Available in: Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Plus and Advanced Editions with the B2B Marketing Analytics Plus add-on. |
Before You Start
- Data Sync must be turned on for Account Engagement objects to send data to your B2B Marketing Analytics Plus apps.
- You must be using Customizable Campaign Influence.
- Data Requirements for Account-Based Marketing App: 400 closed/won opportunities.
- Data Requirements for Marketing Campaign Intelligence App: 400 engagement activities for completed or in-progress campaigns.
- Some dashboard widgets require that you use Opportunity Contact Roles (OCRs). If you don’t use OCRs, these widgets don’t show data.
Using B2B Marketing Analytics Plus
- It takes some time to create an app, so CRM Analytics notifies you via email that the job is complete. If there was an error, you can find more information in the email or in the Data Manager.
- If app creation timed out, try extending the allowed timeframe in Analytics Settings. Go to Salesforce Setup, search for Analytics, and select Settings. Enter a larger value in the Maximum number of hours an app can be in progress field.
- The objects B2BMktActivity and B2BMktProspect are available via the SFDC Local connector and are replicated every 24 hours by default.
- For best performance, consider scheduling replication at different times for different objects.
- To save resources, CRM Analytics uses an incremental data sync by default. Only a few scenarios, such as org migration, trigger a full sync. You can choose the sync method or schedule a periodic full sync.
- When you edit or create a dataflow that references the B2BMktProspect or B2BMktActivity object, an error message sometimes appears. Dismiss the warning, and continue as normal.
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