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Market to Your Customers with Account Engagement
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            Analytics for Account Engagement

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            Analytics for Account Engagement

            Use the analytics features in Account Engagement to explore the connection between your marketing efforts and sales outcomes. Get answers to your performance questions when you create custom lenses and dashboards.

            Required Editions

            Available in: B2B Marketing Analytics and B2B Marketing Analytics Plus in Lightning Experience

            • B2B Marketing Analytics Plus is available in Salesforce Enterprise, Unlimited, and Developer Editions with Account Engagement Premium Edition. Also available in Account Engagement Plus and Advanced Editions with the B2B Marketing Analytics Plus add-on.
            • B2B Marketing Analytics is available in Account Engagement Plus, Advanced, and Premium Editions. Also available in Account Engagement Pro and Ultimate Editions with the B2B Marketing Analytics add-on.

            The Salesforce CRM Analytics offerings include B2B Marketing Analytics, which contains preset dashboards to track engagement, pipeline, and other common KPIs for your business.

            For an even more comprehensive look at how marketing and sales align, try B2B Marketing Analytics Plus. This collection of apps and features includes an Account-Based Marketing dashboard, a Marketing Campaign Intelligence dashboard, and access to Einstein Discovery.

            Note
            Note

            By default, archived prospect data is included in CRM Analytics datasets. To exclude data from archived prospects in the pdProspects and odProspectActivity datasets, edit the preference in Account Engagement Settings.

            Feature Name Editions Description Available Features
            B2B Marketing Analytics
            • Included with Account Engagement Plus, Advanced, and Premium editions using Salesforce Professional, Enterprise, Unlimited, and Developer editions
            • Also available in Account Engagement Pro and Ultimate editions using Salesforce Professional, Enterprise, Unlimited, and Developer editions with the B2B Marketing Analytics add-on

            A templated app that contains preset dashboards that track engagement, pipeline, and other common KPIs.

            Install optional dashboards to explore account-based marketing, multi-touch attribution, and Einstein Behavior Scoring.

            B2B Marketing Analytics app includes these dashboards.

            • Engagement
            • Marketing Manager
            • Pipeline
            • Multi-Touch Attribution
            • Account-Based Marketing
            • Einstein Behavior Scoring
            B2B Marketing Analytics Plus
            • Included with Account Engagement Premium using Salesforce Enterprise, Unlimited, and Developer editions
            • Available in Account Engagement Advanced and Premium Editions using Salesforce Enterprise, Unlimited, and Developer editions and the B2B Marketing Analytics Plus add-on
            • Available in Salesforce Enterprise, Unlimited, and Developer editions with the B2B Marketing Analytics Plus add-on

            A collection of templated apps that offer custom datasets from Account Engagement, and dashboards that provide a deeper look into prospect accounts and campaigns.

            Use the included Einstein Discovery Stories to learn how to achieve specific goals.

            Account-Based Marketing App

            Marketing Campaign Intelligence App
            Note
            Note CRM Analytics app functionality is available only in English.
            • Engagement History Dashboards
              An Engagement History Dashboard is powered by CRM Analytics and gives sales and marketing users the power to explore and visualize important data. Embed an Engagement History Dashboard component on campaign, account, lead, contact, person account, or opportunity records. The dashboard shows widgets that are tailored to each type of record.
            • B2B Marketing Analytics
              B2B Marketing Analytics is a CRM Analytics app containing marketing and sales data populated via your Salesforce connector.
            • B2B Marketing Analytics Plus
              B2B Marketing Analytics Plus is a collection of intelligent marketing tools for B2B marketers. The Account-Based Marketing and Marketing Campaign Intelligence apps help you explore your data and identify improvements with Einstein Discovery.
            • Object Sync for Account Engagement
              If you use hundreds of custom prospect fields, it can take time to load and manipulate the data in CRM Analytics apps. If you have tens of millions of prospects, turning on Object Sync can improve load times. Object Sync gives you more control over how data is shared from Account Engagement and replication scheduling.
             
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