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
From Marketing Setup, enter Einstein in the QuickFind box, and then select
Einstein Account Engagement.
Select Einstein Behavior Scoring.
Enable the feature, and then place the component on the pages where you want to show
scores.
After you begin to get scores from Einstein, open Analytics Studio from the App
Launcher.
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.
On the Optional Features step in the setup wizard, select Einstein Behavior
Scoring Dashboard.
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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