Blissfully Easy B2B Marketing Analytics (B2BMA) Setup

Did you know that the B2BMA app lives in Salesforce Analytics Studio? First, check that you have Analytics Studio enabled. Go to Setup. In the Quick Find box ... Skiptocontent HOMEABOUTSERVICESPardotAuditPardotImplementationPardotSetup&TrainingCustomSessionsWORKSHOPS&EVENTSBLOGCONTACT Searchfor: SUBSCRIBETOJEN'SBIWEEKLYBLOGSubscribe LinkedInTwitter BlissfullyEasyB2BMarketingAnalytics(B2BMA)Setup JenKazinPardot| Mygrandfatherusedtosay,“Ifyouhaveatalent,useit.” HissageadviceholdsforB2BMarketingAnalytics:Ifyouhaveit,useit. ManycompanieshaveB2BMarketingAnalytics(B2BMA),butit’snotenabledbecausetheydon’tknowitexists,orthesetupisoftenchallenging.(Setupisthe#1questionSalesforcegetsaboutB2BMA.) B2BMAisareportingtoolthatgivesyouinsightsintoyourmarketingperformance.It’sincludedinPardotPlus,AdvancedandPremiumeditions.CheckoutthePardottiershere.(Scrolldownandexpand“Superchargeyourmarketingautomation”) FollowthestepsbelowforabreezyB2BMAimplementationexperience. Prerequisites Wait,don’tforgetaboutprerequisitestogetthemostoutofyourB2BMAapp: •PardotforLightning •ConnectedCampaigns •AdvancedCampaignInfluence •EngagementHistory •EngagementHistoryCustomReportTypes HowtoEnableB2BMA Let’sgetthisB2BMApartystarted. First,gotoPardotSettingsandjotdownyourPardotAccountid.(ThisishowB2BMAconnectstoyourPardotdata.) Whileyou’reinsettings,checkyourconnectoruser.YoucanfinditwhenyounavigatetoPardotSettings>Connector>Salesforce.comconnector>EditSettings. Ifyouarestillusingav1connector,considermakingtheupgradetov2(b2bmaintegration).Considerationtoupgradetov2here. Takenoteofyourconnectoruserbecauseyouneedtoaddalicenseandpermissionsettothisuserinthenextstep. 1.Users TheconnectoruserandeachmarketerneedaspeciallicenseandpermissionsettoaccessB2BMA. GotoSetupandintheQuickFindbox,typeUsers.Findyourconnectoruser.(Ifyouareusingtheb2bmarketingintegrationuse,lookundertheletter“I.”) A.First,gotoPermissionsetlicensesandadd“B2BMarketingAnalytics”permissiontoyourconnectoruser. B.Next,addthe“B2BMarketingAnalytics”PermissionSetLicenseAssignmentstoyourconnectoruser. Theorderisimportant:Licensefirst.Permissionsetsecond. AccordingtoSalesforceB2BMAguruCaraClanton,thelicenseislikeapassport.Itgivesyoutheabilitytogo,butpermissionasetislikeavisa.ThepermissionsetstateshowMUCHyoucando.Doyouhaveaworkvisa,studentvisa,greencard,etc. RepeatstepsA.andB.foreachuserwhoneedsaccess. NOTE:YourPardotmayhaveadifferentnameforthesepermissions(likeAnalyticsEmbeddedApp)basedonthecreationdateofyourPardotinstance,buttheconceptisthesame.IfyouhavetheAnalyticsEmbeddedApppermissionsetlicense,youmustcreatecustompermissionsets.Togivemanagersandusersaccesstoapps,maketwopermissionsetsandnamethemManageAnalyticsTemplatedAppsandUseAnalyticsTemplatedApps.Morehereonpage2. YouhavealimitonyourB2BMAlicenses.GotoSetup>CompanyInformationtoseehowmanylicensesyouhave.Mostcompanieshave5to10,orifyouhavebusinessunits,youmayhave11licenses.ItdependsonyourPardotedition. 2.AnalyticsStudioSetup DidyouknowthattheB2BMAapplivesinSalesforceAnalyticsStudio? First,checkthatyouhaveAnalyticsStudioenabled. GotoSetup.IntheQuickFindboxnavigatetoAnalytics>GettingStarted.EnableEinsteinAnalytics. Ifyou’reunsureifyouhaveEinsteinAnalyticsenabled,scrolldowntothebottomofthepage.Ifyousee“DisableEinsteinAnalytics”inred,you’regood. Next,gointoAnalytics>Settingstoensurethat“EnableDataSyncandConnections”ischecked.ThissettingensuresthatthedataisregularlyrefreshingtokeepyourB2BMAreportingcurrent. 3.AnalyticsStudio–B2BMA Areyoustillwithme?Great.Thisisthelaststepbeforetheanalysis-funbegins. Nowlet’screateyourB2BMAapp.GototheapplauncherandselectAnalyticsStudio. Select“Create”ontheright. ScrolltoB2BMarketingAnalyticsandfollowthewizard.ItasksforthePardotAccountID. Thereareafewdashboardsavailableoutofthebox.Irecommendselectingeverythingthat’snotgreyedout.(Youcanalwayscomebackandchangethesettings.) Addyourfiscalyearstart. Nametheapp. 4.ErrorMessages Ugh.Thosepeskyerrormessages!Occasionally,youmaygeterrormessageslikethefollowing: Thismeansthatyouneedtogiveyourconnectoruserthenecessaryaccess.ReadtheerrormessagecarefullyandgototherespectiveSalesforceobjectandfieldtoadjustthefieldsecuritysettings. Viola! ShareThisStory,ChooseYourPlatform! FacebookTwitterLinkedInPinterestEmail RelatedPosts PardotPreferenceCenter:ManageSubscribersLikeaPro PardotPreferenceCenter:ManageSubscribersLikeaPro December4th,2021 | 0Comments 7NiftyFeaturesofB2BMarketingAnalytics(B2BMA) 7NiftyFeaturesofB2BMarketingAnalytics(B2BMA) November19th,2021 | 0Comments HowtoEffectivelyAddOpportunityContactRoles(Flow) HowtoEffectivelyAddOpportunityContactRoles(Flow) October26th,2021 | 0Comments IntroducingPardot’sLandingPageBuilder IntroducingPardot’sLandingPageBuilder October21st,2021 | 0Comments PardotWinter’22ReleaseFavorites PardotWinter’22ReleaseFavorites September26th,2021 | 0Comments Pageloadlink