B2B Marketing Analytics
B2B Marketing Analytics is a CRM Analytics app containing marketing and sales data populated via your Salesforce connector.
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 |
Note As of the Summer ’20 release, datasets in legacy B2B Marketing Analytics apps are no
longer updated. Legacy apps include any custom apps that you created without selecting the B2B
Marketing Analytics app template during setup. For the latest datasets and features, re-create
your apps with the B2B Marketing Analytics app template.
- Prerequisites for B2B Marketing Analytics
The setup process for B2B Marketing Analytics varies based on when the feature was purchased or previously set up. Your permission set license affects how you enable B2B Marketing Analytics. To get the newest tools and data after the initial setup, users must update their apps periodically. - Considerations for B2B Marketing Analytics
Keep these considerations in mind while you set up and use B2B Marketing Analytics. - 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. - Optional Uses for B2B Marketing Analytics
Your business goals dictate how you set up each B2B Marketing Analytics app. For example, track opportunities at each touchpoint or dig into engagement on a specific account. Optional dashboards are available with B2B Marketing Analytics. - B2B Marketing Analytics Glossary
Familiarize yourself with common CRM Analytics terminology. - B2B Marketing Analytics Dashboards
B2B Marketing Analytics includes three prebuilt dashboards to meet the needs of everyone on the team. With a few more steps, you can also create a Multi-Touch Attribution dashboard, Account-Based Marketing dashboard, or an Einstein Behavior Scoring dashboard. Each dashboard features widgets that outline or visualize helpful metrics. Data for these dashboards originates in Account Engagement, Salesforce, or both sources. Each dashboard is built on predetermined datasets and filters, or lenses, that help you draw insights from your marketing data. - B2B Marketing Analytics Datasets
Several datasets become available when you set up B2B Marketing Analytics. To create helpful metrics that tell you more about your marketing and sales performance in the B2B Marketing Analytics app, combine and filter different fields. - 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.
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