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Marketing Intelligence in Marketing Cloud Next
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            Required Roles and Permissions for Marketing Intelligence

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            Required Roles and Permissions for Marketing Intelligence

            Before you set up Marketing Intelligence in Marketing Cloud Next, confirm that you have the necessary roles and permissions to access the data and features. Choose from three standard permission sets for these roles: Admin, Data Specialist, and Marketing Manager. A Salesforce admin can assign permission sets to users.

            Marketing Intelligence is available in Lightning Experience for these standard Salesforce editions:

            • Developer
            • Enterprise
            • Performance
            • Unlimited

            To access Marketing Intelligence, make sure you have:

            • Salesforce account
            • Data 360 license with the Semantic Layer enabled
            • Tableau Next license
            • Marketing Intelligence permission set
            Role description Additional Required permissions
            Admin The Admin has full access to configure all Marketing Intelligence features, including setting up and installing the semantic model and application.
            • Marketing Intelligence Admin
            • Data Cloud Architect
            • Agentforce Default Admin
            • Tableau Next Admin
            Data Specialist The Data Specialist has full access to Marketing Intelligence entities and can configure data management with targeted permissions access to the Data Management tab.
            • Marketing Intelligence Marketing Data Specialist
            • Data Cloud Architect
            • Tableau Next Analyst
            Marketing Manager The Marketing Manager can view marketing performance dashboards and access Marketing Intelligence to view and create marketing goals.
            • Marketing Intelligence Manager
            • Data Cloud User
            • Tableau Next Business User
             
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