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.
Required Editions
| Available in: Developer, Enterprise, Performance, and Unlimited editions |
| User Permissions Needed | |
|---|---|
| To set up Marketing Intelligence: | Marketing Intelligence Admin |
- From Setup, in the Quick Find box, enter and select Marketing Intelligence.
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On the Prerequisites tab complete these steps.
- Turn on Data 360 to unify and connect your data.
- Confirm Data Governance settings and define policies that allow access to all objects for accurate data queries.
- Turn on Tableau Next for visual analytics and access pre-built dashboards .
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On the Installation Requirements tab complete these steps.
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Set up the Semantic Data Model. Select a data space to deploy your semantic model. Each
data space supports one semantic model. To deploy to a different data space, click
+ Deploy to a New Data Space and select the target space.
The data space table displays the deployed Marketing Intelligence semantic models.
- Turn on Marketing Intelligence to access all features and data-driven insights.
The app installs in the background and can take a few minutes to complete.
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Set up the Semantic Data Model. Select a data space to deploy your semantic model. Each
data space supports one semantic model. To deploy to a different data space, click
+ Deploy to a New Data Space and select the target space.
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(Optional) Apply advanced settings.
- Go to the Advanced Settings tab.
- Select a business type and industry to tailor reports and summaries to industry benchmarks.
- Turn on Einstein LLM Gateway to generate campaign performance summaries.
- Turn on Creative Assets to download and store assets for use across dashboards and reports.
- Set up Segment Intelligence. Select a Salesforce org and then click Install. If no organization is connected, see Salesforce CRM Connector.
- Turn on Automate Data Retrieval with Email to retrieve and process data files sent via email. Enter an email address for error alerts. Select Advanced Email Security Settings to increase data protection.
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Review the beta features.
- Go to the Feature Manager tab.
- Enable the features that you want to add to Marketing Intelligence.
- Accept the beta terms and conditions.
- From the App Launcher, enter and select Marketing Intelligence and start adding data to your app.
- Enable Marketing Intelligence Features
You can enable Marketing Intelligence features using the Feature Manager. This screen is visible only when there are one or more features to enable or disable. - Enable Data Governance Permissions for Objects in Marketing Intelligence
To use Data 360 Data Governance features for Marketing Intelligence, grant access to objects according to an access policy. - Enable Multicurrency Support for Marketing Intelligence
Configure the currency settings in Salesforce so that dashboards display data accurately in Marketing Intelligence. If a dashboard uses a currency without a defined conversion rate, the system can't aggregate data, which causes errors. For orgs working with multiple currencies, first enable Multiple Currencies within your Company Information settings.
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