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.
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 enable CRM Analytics platform: | Customize Application |
| To create permission sets: | Manage Profiles AND Permission Sets |
To find out which license you’re using, head over to Salesforce Setup. Open Company Information, and look for the Permission Set License field. To find your connector version, open Account Engagement Settings. Under Account Information, find the Salesforce Connector Version field.This information can help you determine which permissions your B2B Marketing Analytics users need.
User Permissions—If you have the B2B Marketing Analytics permission set license, the permissions you need are already available in your org. If you have the Analytics Embedded App permission set license, you must create custom permission sets. To give managers and users access to apps, make two permission sets and name them Manage CRM Analytics Templated Apps and Use CRM Analytics Templated Apps.
- Base each permission set on the Analytics Embedded Apps permission set license.
- For the Manage permission set, allow all the available permissions and add the Create B2B Marketing Analytics Apps and Manage CRM Analytics Templated Apps user permissions. Then, assign the Manage permission set to the integration user (or connector user) and other power users.
- For the Use permission set, allow the permissions that you want a typical user to have. Add the Create B2B Marketing Analytics Apps and Use CRM Analytics Templated Apps user permissions. Then, assign the Use permission set to users who need access to B2B Marketing Analytics dashboards and apps.
App Updates—If it’s your first time setting up B2B Marketing Analytics, follow the setup steps and then tell users they can create their own apps in Analytics Studio. If your org already contains B2B Marketing Analytics apps, make sure you’re using the latest version. For information about legacy B2B Marketing Analytics, check out Migration for Legacy Users. When changes are made to the B2B Marketing Analytics product, users must update each of their apps. A notification appears in the toolbar. Upgrade a B2B Marketing Analytics Template
Multi-Touch Attribution Dashboard—If you want to use the optional Multi-Touch Attribution dashboard, set up Customizable Campaign Influence first.
- 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. - Permissions for B2B Marketing Analytics
Create and assign permission sets for the connector user and B2B Marketing Analytics users. The app version that you use determines which permission names are available.
