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Integrate and Analyze Marketing Data with Marketing Cloud Intelligence
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            Set Up the Lead Generation App

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            Set Up the Lead Generation App

            The Lead Generation app provides an analysis of lead generation data. Setting up the app involves authenticating and setting queries, setting up a funnel, and classifying your opportunity stages.

            Required Editions

            User Permissions Needed
            To install Marketplace apps Admin

            To install the Lead Generation app, you need a valid login to Salesforce CRM that can extract data through SOQL and access to Leads, Opportunities, and Contacts.

            1. Install the Lead Generation app:
              1. In Marketing Cloud Intelligence, on the Marketplace tab, select Apps.
              2. Select the app, and click Get it Now.
            2. Authenticate your account:
              1. Select an existing account or create one. After the account is defined, all of the account’s queries appear. There are three types: Accounts, Opportunity, and Leads.
              2. Set the date for which you want to grab data.
              3. Click Next.
            3. Set up the lead status funnel:
              A list of all lead statuses found in your account appears in the form of a funnel. Reorganize the funnel to reflect your organization’s lead generation process.
              1. To add or remove a funnel step, click a step, and then select a different status from the dropdown.
              2. Change the order of the funnel steps by selecting and moving the steps.
              3. Move the Marketing Qualified Lead threshold line to the correct location, and then define the phase where an Unqualified Lead becomes Qualified.
              4. Click Next.
            4. Classify your opportunity stages:
              1. Drag and drop the opportunity stages into three categories: In Pipeline, Closed Won, and Closed Lost.
              2. To Complete the app installation, click Finish.

            Installing the Lead Generation app creates these underlying entities:

            • Leads data stream in SOQL
            • Opportunities data stream in SOQL
            • Calculated dimensions and measurements
             
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