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Set Up B2B Marketing Analytics

Learning Objectives

After completing this unit, you’ll be able to:

  • Verify the connector user has the correct permission set.
  • Assign the correct permission set license to users
  • Give users access to B2B Marketing Analytics.
  • Create a permission set.

Set Up B2B Marketing Analytics

Get Cloudy is almost ready to start exploring their data. They want to determine top performing campaigns to help drive conversion and ultimately close deals faster. Leung has a few more steps to go! 

If you haven’t enabled the analytics platform and turned on data sync and templated apps, check out the previous unit for how to set that up. 

One last thing before Leung sets up B2B Marketing Analytics—she needs to verify the connector user has the right permission set license and permission set. If Leung purchased B2B Marketing Analytics after February 11, 2019, her permission set license includes the Manage Analytics permission set. She just needs to assign it to the connector or integration user that handles data transfer.

If you purchased B2B Marketing Analytics before February 11, 2019, use these instructions.

Before Leung turns on B2B Marketing Analytics in her org, she must install the managed package. Let’s do that now. 

  1. In Pardot, navigate to Reports | B2B Marketing Analytics. It can take up to 2 hours for B2B Marketing Analytics to appear in your org after you assign the permission set to the connector user.
  2. Click Install Managed Package.
  3. Select Install for Admins only, and click Install. You get an email when the installation is done.

Next, Leung is ready to assign the correct permission set license to users who need access to B2B Marketing Analytics apps. To assign the permission set license to users, all she has to do is assign it to the connector or integration user. 

  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click New.
  3. Enter Manage Templated Analytics Apps for the label.
  4. Leave User License field set to None.
  5. Click Save.
  6. Click System Permissions.
  7. Click Edit.
  8. Select the Manage Analytics Templated Apps user permission. 
  9. Save your changes.
  10. Click Manage Assignments and assign the permission set to the connector or integration user.

Good! Leung is now ready to give users access to B2B Marketing Analytics. If Get Cloudy Consulting uses an org with the Analytics Embedded App permission set license, she must create a Use Analytics Templated Apps permission set, then assign it to any user who needs access to B2B Marketing Analytics. If her org already has the B2B Marketing Analytics permission set license, she can skip to the next section. Leung can check that by looking in the Pardot setting tab under the B2B Marketing Analytics tab.

  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click New.
  3. Enter Use Analytics Templated Apps as the label.
  4. Leave the User License field set to None.
  5. Click Save. The permission set details page shows the new permission set.
  6. Click System Permissions.
  7. Click Edit.
  8. Select the Use Analytics Templated Apps user permission.
  9. Save changes.
  10. Assign the permission set to the users that need access B2B Marketing Analytics.

Now that Leung has given users access to B2B Marketing Analytics, next she needs to allow Pardot data to be shared. To push data from Pardot into B2B Marketing Analytics, Leung assigns the Manage Templated Analytics Apps permission set to her B2B Marketing Automation integration user or to the Salesforce-Pardot connector user in her account. Keep in mind that the permission set provides access to all features, so Leung knows to assign it only to the user that handles data transfer. 

Your permission set license determines your set up steps. If you purchased B2B Marketing Analytics after February 11, 2019, your permission set license includes the Manage Analytics permission set. Just assign it to the connector or integration user that handles data transfer.

To make sure that apps get the newest datasets, Leung can grant each user with the Managed Templated Analytics Apps permission Editor access to new apps. To restrict this ability, or if it looks like datasets aren’t updating as expected, she can review which users have this permission assigned. To do that, click the dropdown next to any app and open the Share settings.

Permission Sets

Now that Leung has set up B2B Marketing Analytics, let’s look at how she can create and assign permission sets to give the right users access to the data. 

First, Leung needs to create permission sets made up of analytics user permissions. She can either clone a permission set or create a new one. A cloned permission set starts with the same licenses and enabled permissions as the original one. A new permission set starts with no licenses selected and no permissions enabled. 

  1. From Setup, enter Permission Sets in the Quick Find box.
  2. Select Permission Sets.
  3. Click New.
  4. Enter your permission set information.
  5. Select the types of users for the permission set. When you create a permission set, you select a specific user or permission set license. If only users with one type of license can use the permission set, select the license that’s associated with the users.

Now that Leung has the Permission sets created, assigned users to the correct permission set, and allowed data to be shared, it’s time for her to create the app. Let’s do that now. 

Leung can create the B2B Marketing Analytics App in her org by navigating to Analytics Studio and answering the few setup questions. 

  1. In Salesforce, open the App Launcher and select Analytics Studio.
  2. Click Create.
  3. Select App.
  4. Click Start from Template.
  5. Select B2B Marketing Analytics.
  6. Click Next and continue through setup.
  7. Click Done.
Note

Note

During the setup process, choose whether to use the Account-Based Marketing dashboard or the Multi-Touch Attribution dashboard. Both dashboards are optional.

The setup process will continue to run in the background. To see the status of your app, navigate to Settings | Data Manager | Dataflow View in Analytics Studio. If you make a mistake during setup or have new business needs, you can change the configuration of your B2B Marketing Analytics app at any time. 

Now that you’ve seen Leung set up and install the new app, you’re ready to begin importing data! Awesome work! 

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