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Market to Your Customers with Account Engagement
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            Set Up B2B Marketing Analytics

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            3. Marketing Cloud Account Engagement

            Set Up B2B Marketing Analytics

            Review the prerequisites and permissions details for B2B Marketing Analytics, and then enable the feature in the Marketing Setup app.

            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
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To create B2B Marketing Analytics apps:

            Manage CRM Analytics Templated Apps

            AND

            Create B2B Marketing Analytics Apps OR B2B Marketing Analytics App permission set
            Note
            Note Tableau CRM is now known as CRM Analytics. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

            For new users to B2B Marketing Analytics, here’s the fastest way to get started.

            1. From Marketing Setup, select B2B Marketing Analytics, and then click Getting Started.
            2. Expand each section to complete each task.
              1. Share Marketing Data: Click Manage Assignments, and then add the Integration user to the selected permission set. Then, add the sales and marketing users who need access to B2B Marketing Analytics apps.
              2. Enable CRM Analytics: Click Open CRM Analytics Setup, and then enable CRM Analytics. If the Data Rows heading and Setup tiles appear, it’s enabled.
              3. Enable Data Sync and Connections: Click Open CRM Analytics Settings, select Enable Data Sync and Connections, and then save.
            3. Schedule replication.
            4. After settings and permission sets are in place, you or your users can open Analytics Studio and begin creating apps.

            To set up optional datasets and dashboards, select Optional Features in Marketing Setup.

            Tip
            Tip

            By default, archived prospect data is included in CRM Analytics datasets. To exclude data from archived prospects in the pdProspects and odProspectActivity datasets, edit the preference in Account Engagement Settings.

            Note
            Note

            The Data Sync and Connections setting is recommended for most users because it improves performance in CRM Analytics. When Data Sync is on, you must schedule replication to get the latest data. If you have any CRM Analytics apps besides B2B Marketing Analytics, Data Sync can retain other apps’ filters and show inaccurate data in B2B Marketing Analytics.

            See Also

             
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