답변 9개
Hi Sam,
I was having a lot of issues as well. It seems the information I was sent had wrong information. Here is the correct information I just got from support that worked:
For your convenience, I've listed out the specific steps that are needed, but please let me know if I can elaborate:
** Enable Replication in Salesforce:
- In Salesforce, click Setup.
- Enter "Analytics" in the Quick Find box on the left side, then select Settings.
- Select Enable Replication, and then click Save.
** Enable Campaign Influence in your org:
- In Salesforce, go to Setup.
- In the Quick Find search bar, search for “Campaign Influence Settings”
- If you do not Campaign Influence already enabled, click Enable. Save.
** Assign the "Analytics Embedded App" Permission Set license to all Salesforce users who need access to B2B Marketing Analytics.
- In the Setup menu, click Manage Users | Users.
- Click the name of a user you want to have access to B2B Marketing Analytics.
- Position the cursor over Permission Set License Assignments and click Edit Assignments.
- Select the "Analytics Embedded App" permission set license and click Save.
** In Salesforce, assign your Pardot connector user (username:) the Manage Einstein Analytics permission set.
- From Setup, enter Users in the Quick Find box, then select Users.
- Select your connector user with username
- In the Permission Set Assignments related list, click Edit Assignments.
- To assign a permission set, select it under Available Permission Sets and click Add. Save.
** In Salesforce, create a new custom permission set: "Use Analytics"
- Setup > search for Permission Sets.
- Follow the remaining steps in each article below:
https://help.salesforce.com/articleView?id=pardot_b2bma_assign_user.htm&type=5
** Assign any Salesforce users who should have access to B2B Marketing Analytics the "Use Analytics" permission set you just created.
- From Setup, enter Users in the Quick Find box, then select Users.
- Select your user.
- In the Permission Set Assignments related list, click Edit Assignments.
- To assign a permission set, select it under Available Permission Sets and click Add. Save.
Please let me know once these steps have been taken, and I can double-check that the setup is completed. Thank you!
