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Marketing Intelligence in Marketing Cloud Next
Get Started With Marketing Intelligence in Marketing Cloud Next

Get Started With Marketing Intelligence in Marketing Cloud Next

Marketing Intelligence in Marketing Cloud Next helps you analyze marketing performance using the power of Data 360 and Tableau. To get started, make sure you have the required roles, and permissions. Admins can enable Data 360, deploy the semantic model, and install the app to unlock insights and optimize campaigns.

  • Required Roles and Permissions for Marketing Intelligence
    Before you set up Marketing Intelligence in Marketing Cloud Next, confirm that you have the necessary licenses, roles, and permissions to access the data and features. Marketing Intelligence uses permission set groups, which bundle the permissions for a specific role into one assignment. A Salesforce admin can assign a user one of three permission set groups based on their role: MI Admin, MI Data Specialist, or MI Marketing Manager.
  • Set Up Marketing Intelligence
    Set up Marketing Intelligence in Marketing Cloud Next to centralize your marketing data and generate AI-powered insights. Setup includes activating Data 360 and Tableau Next, deploying your semantic model, and installing the app.
  • Create Users and Assign Permissions
    Create users and provide access to Marketing Intelligence features. Assign a single Permission Set Group containing all required permissions, instead of individual permission sets.
 
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