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Referral Marketing
Set Up Tableau Next Analytics Dashboards for Referral Marketing

Set Up Tableau Next Analytics Dashboards for Referral Marketing

Install Referral Marketing dashboards to provide your marketing managers with actionable insights into your referral programs.

Required Editions

Available in: Lightning Experience
Available in: EnterprisePerformance, Unlimited, and Developer Editions with Referral Marketing
User Permissions Needed
To install intelligent apps: Tableau Next Limited Consumer permission set
Note
Note

By default, Referral Marketing provides only the Tableau Next Limited Consumer license. To unlock other Tableau Next capabilities, you need to purchase additional Tableau Next licenses. For more information, contact your Salesforce account executive.

  1. Verify that Data 360 is turned on.
  2. Install the C360 Semantic Model.
  3. Deploy the Referral Marketing data kit.

    Referral Marketing data kit is available by default. So, you don't need to create a data kit.

    The data kit deployment adds data model objects (DMOs) and data streams for Referral Marketing to Data Cloud.

  4. Install the Referral Analytics intelligent app.
    1. From Setup, enter Templated Apps in the Quick Find box, and then select Templates.
    2. Click Show actionscorresponding to Referral Analytics, and then click Create App.
    3. If necessary, change the name and logging level.
    4. Click Create.
      The app installation adds the Referral Workspace to your org. The workspace comprises semantic models, visualizations, and dashboards.
  5. Assign the Tableau Next Limited Consumer permission set to your users who view Tableau Next dashboards.
    To learn about the Tableau Next Limited Consumer license and the capabilities it provides, see Tableau Next Permission Sets and Licenses.
  6. Set up data access for your marketing managers.
  7. Add the dashboards to Lightning pages.
 
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