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Marketing Cloud Next
Set Up B2B Analytics for Marketers

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Set Up B2B Analytics for Marketers

Set up B2B Analytics for Marketers to connect CRM and engagement data, deploy the required data kits, and install the dashboards.

Required Editions

Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Advanced Edition
User Permissions Needed
To set up B2B Analytics: Data Cloud Admin, Marketing Cloud Admin, and Tableau Next Admin

Before you start, confirm that Marketing Performance Intelligence is set up in your org.

Note
Note

Checkmarks indicate completed steps. To use B2B Analytics for Marketers, confirm that all setup steps are marked complete.

  1. From Setup, in the Quick Find box, enter B2B Analytics for Marketers, and then select B2B Analytics for Marketers.
  2. Select the business unit, and then scroll to B2B Analytics for Marketers.
  3. Verify that Data 360 and Tableau Next are turned on.
    If they aren't turned on, use the links next to each step to go to the setup pages and complete the setup.
  4. Deploy the Sales Data Kit.
    1. In Data 360, go to Data Streams, and then click New.
    2. Select Salesforce CRM, and then click Next.
    3. On the View Bundles tab, confirm your org, select Sales, and then click Next.
    4. Verify that the required fields are selected for each object.
      Object Required Fields
      Account Id, Name, Type
      Contact Id, Account, Individual
      Opportunity Id, Name, CloseDate, CreatedDate, Account, IsClosed, IsWon, LeadSource, StageName, Owner, Probability, Amount
      User Id, Name
    5. Review the field mappings on the mapping page.
  5. Deploy the Events Data Kit.
    1. In Data 360, go to Data Streams, and then click New.
    2. Select Salesforce CRM, and then click Next.
    3. On the View Bundles tab, confirm that your org is selected, select Events, and then click Next.
    4. Verify that the required fields are selected for the Event object.
      Object Required Fields
      Event Id, ActivityDateTime, StartDateTime, EndDateTime, EventSubtype, DurationInMinutes, Subject, Owner, Account
    5. Review the field mappings on the mapping page.
  6. Verify that Opportunity Influence is turned on.
    If it isn't turned on, use the link next to the step to complete the setup.
  7. Verify that Marketing Performance Intelligence is installed.
    If it isn't installed, use the link next to the step to complete the setup.
  8. Install the B2B Analytics for Marketers.

Installation can take some time. After installation is complete, view the dashboards from the Marketing Analytics tab, under B2B Analytics.

 
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