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Market to Your Customers with Account Engagement

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Market to Your Customers with Account Engagement

Create and Upgrade B2B Marketing Analytics Apps

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Create and Upgrade B2B Marketing Analytics Apps

To explore dashboards and lenses, create an app with the B2B Marketing Analytics template. As feature updates become available to B2B Marketing Analytics, you must upgrade your apps. You can also change an app’s settings at any time by reconfiguring it.

Required Editions

Available in: Account Engagement Plus, Advanced, and Premium Editions with Salesforce Enterprise Edition or higher

Available for an extra cost in legacy Account Engagement Pro and Ultimate Editions with Salesforce Enterprise Edition or higher

Create a B2B Marketing Analytics App
To create a B2B Marketing Analytics app in your org, navigate to Analytics Studio and answer the setup questions.
Reconfigure B2B Marketing Analytics
If you make a mistake during setup or have new business needs, you can change the configuration of your B2B Marketing Analytics app at any time.
Upgrade a B2B Marketing Analytics Template
Each time Salesforce releases new datasets and improvements to the B2B Marketing Analytics template, each user must update their B2B Marketing Analytics app. When an upgrade is available, a link to upgrade appears in the app header.

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