To explore sales and marketing dashboards and lenses, create an app with the Marketing
Campaign Intelligence (MCI) 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.
Available in: Salesforce Enterprise, Unlimited, and Developer
Editions with Account
Engagement Plus and Advanced
Editions with
the B2B Marketing Analytics Plus add-on.
User Permissions Needed
To manage an MCI app:
B2B Marketing Analytics Plus Admin
To view MCI apps:
B2B Marketing Analytics Plus User
AND
CRM User, Sales User, or Service User
permission set
From the App Launcher, select Analytics Studio.
Select Create, and then select App.
Select Marketing Campaign Intelligence, and then click
Continue.
After the checklist screen, enter a name for your app and click
Create.
Check your email for a notification that the creation process is complete.
To refresh the data in your app, schedule a dataflow to run automatically.
Dataflows are scheduled to sync every 24 hours by default. To make sure you have complete
data, open Edit Connection Mode and schedule a periodic full
sync.
During app creation, CRM Analytics also generates predictions in the Einstein Discovery story
“Improve My Prospect Engagement.” To access it, open Analytics Studio and filter by Stories.
Keep an eye on the app header. When a new version of the Marketing Campaign Intelligence app
becomes available, a link to upgrade appears. You can reconfigure your app at any time.
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