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.

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	Permission Set Group	Included permission Sets
Admin	The Admin has full access to configure all Marketing Intelligence features, including setting up and installing the semantic model and application.	MI Admin	Marketing Intelligence Admin Tableau Next Admin Tableau Unmetered Admin Data Cloud Architect
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.	MI Data Specialist	MI Marketing Data Specialist Tableau Next Platform Analyst Tableau Unmetered Platform Analyst Data Cloud Activation Specialist
Marketing Manager	The Marketing Manager can view marketing performance dashboards and access Marketing Intelligence to view and create marketing goals.	MI Marketing Manager	Marketing Intelligence Manager Tableau Next Self-Service Consumer Tableau Unmetered Self-Service Consumer Data Cloud User