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          Set Up the Einstein Behavior Scoring Dashboard for B2B Marketing Analytics

          Set Up the Einstein Behavior Scoring Dashboard for B2B Marketing Analytics

          The Einstein Behavior Scoring dashboard brings intelligent data into your marketing app. To use the optional dashboard, set up Einstein and B2B Marketing Analytics.

          Required Editions

          Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise Edition or higher
          User Permissions Needed
          To create B2B Marketing apps: B2B Marketing Analytics
          To turn on and expose Einstein features: Account Engagement Administrator role with Sales Cloud User, Service Cloud User, or CRM User permission set
          To create a B2B Marketing Analytics app:

          Manage CRM Analytics Templated Apps

          AND

          Create B2B Marketing Analytics Apps OR B2B Marketing Analytics permission set

          To use B2B Marketing Analytics:

          Use CRM Analytics Templated Apps

          AND

          Create B2B Marketing Analytics Apps OR B2B Marketing Analytics permission set

          1. From Marketing Setup, enter Einstein in the QuickFind box, and then select Einstein Account Engagement.
          2. Select Einstein Behavior Scoring.
          3. Enable the feature, and then place the component on the pages where you want to show scores.
          4. After you begin to get scores from Einstein, open Analytics Studio from the App Launcher.
          5. Create an app.
            If you already use B2B Marketing Analytics and want to add the Einstein Behavior Scoring dashboard to an app, click Reconfigure in the app header.
          6. On the Optional Features step in the setup wizard, select Einstein Behavior Scoring Dashboard.
          7. Save the app.

          It can take time for the dashboard to start showing data. In the beginning, your dashboard contains information about a basic Einstein scoring model. As you accumulate engagement data, this model becomes more robust and shows asset-related insights.

           
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