Loading
Salesforce now sends email only from verified domains. Read More
Market to Your Customers with Account Engagement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Migration for Legacy Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Account Engagement

            Migration for Legacy Users

            Datasets in legacy B2B Marketing Analytics apps are longer updated. Legacy apps include any custom apps that you made without selecting the B2B Marketing Analytics app template during setup. To get access to the most recent features and data, upgrade to templated apps.

            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

            Migration steps vary depending on when you purchased B2B Marketing Analytics and whether you enabled a recent version. Review these setup descriptions to identify which steps to take.

            If you choose to migrate your app’s customizations, learn what to do before and after.

            Set Up for Legacy Add-On Users

            I purchased B2B Marketing Analytics as an add-on, and I didn’t migrate to the app template.

            Migrate your legacy apps to the latest version of B2B Marketing Analytics. The permission set license in your account is called Analytics Embedded App.

            1. Review the prerequisite settings.
            2. Create the Manage CRM Analytics Templated Apps permission set, and assign it to the connector user.
            3. Create the Use CRM Analytics Templated Apps perm set, and assign it to sales and marketing users.
            4. Save custom lenses, datasets, or dashboards to the My Shared Apps or My Private Apps folder.
            5. Create an app.
            • Permissions for the Analytics Embedded App License
              The app version that you use determines which permissions are available. After you determine which Salesforce permission set license you have, assign the other permission sets and system permissions to different types of users.
             
            Loading
            Salesforce Help | Article