Set Up Einstein Attribution
Einstein Attribution relies on Connected Campaigns and Customizable Campaign Influence to work properly. It can take some time to configure and map your connected campaigns, so make sure that’s complete before you enable Einstein Attribution.
Required Editions
| Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To turn on and expose Einstein features in Account Engagement: | Account Engagement Administrator role with Sales Cloud User, Service Cloud User, or CRM User permission set |
Pardot is now known as Marketing Cloud Account Engagement. 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, including in the app itself.
- From Marketing Setup, enter Einstein in the Quick Find box, and then select Einstein Attribution.
- Verify that Connected Campaigns is on and that campaigns are syncing.
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To enable Customizable Campaign Influence and Einstein Attribution, follow the prompts in
the Setup Assistant.
These steps create an attribution model called Data-Driven Model. To view the results of this model, look at Salesforce reports or the Multi-Touch Attribution dashboard in B2B Marketing Analytics.
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To use the Data-Driven Model as the default Campaign Influence model, select Use
this model as the Campaign Influence default.
If you already use Customizable Campaign Influence, the fields on your Campaign Influence related lists are updated with most of the Einstein Attribution data. To include the Lead ID field, edit the related list in Page Layouts and select it from the Available Fields. - To limit which asset activities are considered over time, select a value in the Campaign Influence Time Frame dropdown.
- To customize how the model identifies a conversion, select an active opportunity stage in the Success Milestone dropdown menu.
After you enable Einstein Attribution, it can take up to 24 hours for results to become available. Results appear in the Customizable Campaign Influence related lists, which are available for campaign and opportunity records. To explore results from Einstein Attribution, set up the Multi-Touch Attribution dashboard in your B2B Marketing Analytics app.
