B2B Marketing Analytics Implementation Guide - zbook.org

B2B Marketing AnalyticsImplementation GuideSalesforce, Summer '21@salesforcedocsLast updated: June 3, 2021 Copyright 2000–2021 ... Home B2BMarketingAnalyticsImplementationG... B2BMarketingAnalyticsImplementationGuide 6mago 31Views 0Downloads 691.50KB 53Pages ExportTo Word Text Jpg Png Download/Preview LastView:Today LastDownload:n/a Uploadby:MaxineVice Reportthislink Share: Transcription B2BMarketingAnalyticsImplementationGuideSalesforce,Summer’[email protected]updated:June3,2021Copyright2000–2021salesforce.com,inc.Allrightsreserved.Salesforceisaregisteredtrademarkofsalesforce.com,inc.,asareothernamesandmarks.Othermarksappearinghereinmaybetrademarksoftheirrespectiveowners. CONTENTSSetUpB2BMarketingAnalytics..........................................1B2BMarketingAnalyticsDashboards........................................1PrerequisitesforB2BMarketingAnalytics.....................................2SetUpB2BMarketingAnalytics.........................................4PermissionsforB2BMarketingAnalytics..................................4MigrationforLegacyUsers............................................7ConsiderationsforB2BMarketingAnalytics....................................9CreateandUpgradeB2BMarketingAnalyticsApps..............................11CreateaB2BMarketingAnalyticsApp...................................12ReconfigureB2BMarketingAnalytics....................................13UpgradeaB2BMarketingAnalyticsTemplate..............................14OptionalUsesforB2BMarketingAnalytics....................................14Account-BasedMarketingDashboard...................................15Multi-TouchAttributionDashboard......................................18ProspectandActivityDataset..........................................21B2BMarketingAnalyticsGlossary..........................................27B2BMarketingAnalyticsDashboards...................................28B2BMarketingAnalyticsDatasets......................................34SETUPB2BMARKETINGANALYTICSB2BMarketingAnalyticsisaTableauCRMappthatsegmentsandvisualizesyourmarketingandsalesdata.Afteryouassignuserpermissions,marketerscancreateB2BMarketingAnalyticsdashboardsinTableauCRMAnalyticsStudio.Beforeyoubegin,youmusthaveaverifiedSalesforce-Pardotconnector.SeeSettingUpaSalesforce-PardotConnectorforAccountsPurchasedAfterFebruary11,2019orSettingUpaSalesforce-PardotConnectorforAccountsPurchasedBeforeFebruary11,2019.B2BMarketingAnalyticsDashboardsTheB2BMarketingAnalyticsapptemplateoffersthreedashboardsofchartsandtablestoexploreoutofthebox.Withafewmoresteps,youcanalsocreateaMulti-TouchAttributiondashboard,Account-BasedMarketingdashboard,oranEinsteinBehaviorScoringdashboard.Eachdashboardisbuiltonpredetermineddatasetsandfilters,orlenses,thathelpyoudrawinsightsfromyourmarketingdata.PrerequisitesforB2BMarketingAnalyticsThesetupprocessforB2BMarketingAnalyticsvariesbasedonwhenthefeaturewaspurchasedorpreviouslysetup.YourpermissionsetlicenseaffectshowyouenableB2BMarketingAnalytics.Togetthenewesttoolsanddataaftertheinitialsetup,usersmustupdatetheirappsperiodically.ConsiderationsforB2BMarketingAnalyticsKeeptheseconsiderationsinmindwhileyousetupanduseB2BMarketingAnalytics.CreateandUpgradeB2BMarketingAnalyticsAppsToexploredashboardsandlenses,createanappwiththeB2BMarketingAnalyticstemplate.AsfeatureupdatesbecomeavailabletoB2BMarketingAnalytics,youmustupgradeyourapps.Youcanalsochangeanapp’ssettingsatanytimebyreconfiguringit.OptionalUsesforB2BMarketingAnalyticsYourbusinessgoalsdictatehowyousetupeachB2BMarketingAnalyticsapp.Forexample,trackopportunitiesateachtouchpointordigintoengagementonaspecificaccount.OptionaldashboardsareavailablewithB2BMarketingAnalytics.B2BMarketingAnalyticsGlossaryFamiliarizeyourselfwithcommonTableauCRMAnalyticsStudioterminology.B2BMarketingAnalyticsDashboardsTheB2BMarketingAnalyticsapptemplateoffersthreedashboardsofchartsandtablestoexploreoutofthebox.Withafewmoresteps,youcanalsocreateaMulti-TouchAttributiondashboard,Account-BasedMarketingdashboard,oranEinsteinBehaviorScoringdashboard.Eachdashboardisbuiltonpredetermineddatasetsandfilters,orlenses,thathelpyoudrawinsightsfromyourmarketingdata.EngagementThisdashboardshowshowyourprimarymarketingassetsperformandhowtheycontributetothesalespipelineandopportunitylifecycle.Includedmetrics:assetengagementonlistemails,forms,andlandingpages.1EDITIONSAvailablein:PardotPlus,Advanced,andPremiumEditionswithSalesforceEnterprise,Performance,andDeveloperEditionSetUpB2BMarketingAnalyticsPrerequisitesforB2BMarketingAnalyticsPipelineThePipelinedashboardshowsyoursalesfunnelfromvisitorstoprospectsandthroughtoopportunitiesyou’vewon.Thisdashboardishelpfulforsalesandmarketingleadershiptoseewhichassetsandcampaignspushthemostdeals.Includedmetrics:numbersofvisitors,prospects,marketingqualifiedleads,openopportunities,closed-wonopportunities,andvelocityfigures.MarketingManagerTheMarketingManagerdashboardoffersaquicklookintothehealthofyourbusinessandwhichcampaignsareyieldingthebestresults.Fromthisdashboard,youcandrillintotheEngagementandPipelinedashboards.Includedmetrics:pipelinedeals,revenuebycampaign,andmarketingassetengagement.Multi-TouchAttributionTheMulti-TouchAttributiondashboardprovidesalookintothetopdriversateachlifecyclestage.Getadetailedviewofmarketingperformancewhenyoufilterthedashboardbyinfluencemodel,opportunity,account,andmore.Includedmetrics:revenue,totalvalue,cost,ROI,topchannels,andrevenuebycampaign.Account-BasedMarketingTheAccount-BasedMarketingdashboardbringstogetheropportunities,contacts,marketingengagement,andsalesactivities.Narrowthedashboardbyacertainaccountorafew,tofindouthowthingsaregoingwithyoursalesreps.Includedmetrics:pipelinevalue,numberofopportunities,Pardotscore,won/lostpercentage,stagevalue,andatableofopportunities.EinsteinBehaviorScoringTheEinsteinBehaviorScoringdashboardprovidesalookintothefactorsthatEinsteinusestobuildyourscoringmodel.Includedwidgets:Mostinfluentialengagementactivities,influentialassets,andatableofleadsandcontactswhoperformtheseactivities.PrerequisitesforB2BMarketingAnalyticsThesetupprocessforB2BMarketingAnalyticsvariesbasedonwhenthefeaturewaspurchasedorpreviouslysetup.YourpermissionsetlicenseaffectshowyouenableB2BMarketingAnalytics.Togetthenewesttoolsanddataaftertheinitialsetup,usersmustupdatetheirappsperiodically.Note:Here’showtofindoutwhatB2BMarketingAnalyticsversionandSalesforce-Pardotconnectorversionyourorguses.Tofindoutwhichlicenseyou’reusing,headovertoSalesforceSetup.OpenCompanyInformation,andlookforthePermissionSetLicensefield.EDITIONSAvailablein:PardotPlus,Advanced,andPremiumEditions.AvailableforanextracostinPardotProandUltimateEditions.Tofindyourconnectorversion,openPardotSettings.UnderAccountInformation,findtheSalesforceConnectorVersionfield.USERPERMISSIONSThisinformationcanhelpyoudeterminewhichpermissionsyourB2BMarketingAnalyticsusersneed.ToenableTableauCRMplatform:CustomizeApplicationUserPermissionsIfyouhavetheB2BMarketingAnalyticspermissionsetlicense,thepermissionsyouneedarealreadyavailableinyourorg.IfyouhavetheTableauCRMEmbeddedApppermissionsetlicense,youmustcreatecustompermissionsets.Togivemanagersandusersaccesstoapps,maketwopermissionsetsandnamethemManageTableauCRMTemplatedAppsandUseTableauCRMTemplatedApps.2Tocreatepermissionsets:ManageProfilesANDPermissionSetsSetUpB2BMarketingAnalyticsPrerequisitesforB2BMarketingAnalyticsBaseeachpermissionsetontheAnalyticsEmbeddedAppspermissionsetlicense.FortheManagepermissionset,allowalltheavailablepermissionsandaddtheCreateB2BMarketingAnalyticsAppsandManageTableauCRMTemplatedAppsuserpermissions.Then,assigntheManagepermissionsettotheintegrationuser(orconnectoruser)andotherpowerusers.FortheUsepermissionset,allowthepermissionsthatyouwantatypicalusertohave.AddtheCreateB2BMarketingAnalyticsAppsandUseTableauCRMTemplatedAppsuserpermissions.Then,assigntheUsepermissionsettouserswhoneedaccesstoB2BMarketingAnalyticsdashboardsandapps.Important:Makesurethatyourconnectoruser(eitherConnectorUserorIntegrationUser)retainsthenecessarypermissionsatalltimes.Ifyouunassigntheconnectoruser’spermissions,B2BMarketingAnalyticsappsstopupdating.AdditionallicensesareavailablewithTableauCRMPlatformlicenses,ifmoreusersneedaccess.AppUpdatesIfit’syourfirsttimesettingupB2BMarketingAnalytics,followthesetupstepsandthentelluserstheycancreatetheirownappsinTableauCRMAnalyticsStudio.IfyourorgalreadycontainsB2BMarketingAnalyticsapps,makesureyou’reusingthelatestversion.ForinformationaboutlegacyB2BMarketingAnalytics,checkoutMigrationforLegacyUsersonpage7.WhenchangesaremadetotheB2BMarketingAnalyticsproduct,usersmustupdateeachoftheirapps.Anotificationappearsinthetoolbar.UpgradeaB2BMarketingAnalyticsTemplateonpage14Multi-TouchAttributionDashboardIfyouwanttousetheoptionalMulti-TouchAttributiondashboard,setupCustomizableCampaignInfluencefirst.SetUpB2BMarketingAnalyticsReviewtheprerequisitesandpermissionsdetailsforB2BMarketingAnalytics,andthenenablethefeatureintheMarketingSetupapp.PermissionsforB2BMarketingAnalyticsCreateandassignpermissionsetsfortheconnectoruserandB2BMarketingAnalyticsusers.Theappversionyouusedetermineswhichpermissionnamesareavailable.MigrationforLegacyUsersDatasetsinlegacyB2BMarketingAnalyticsappsarelongerupdated.LegacyappsincludeanycustomappsthatyoumadewithoutselectingtheB2BMarketingAnalyticsapptemplateduringsetup.Togetaccesstothemostrecentfeaturesanddata,upgradetotemplatedapps.3SetUpB2BMarketingAnalyticsSetUpB2BMarketingAnalyticsSetUpB2BMarketingAnalyticsReviewtheprerequisitesandpermissionsdetailsforB2BMarketingAnalytics,andthenenablethefeatureintheMarketingSetupapp.EDITIONSIfyou’renewtoPardotandB2BMarketingAnalytics,here’sthefastestwaytogetstarted.Availablein:PardotPlus,Advanced,andPremiumEditions.AvailableforanextracostinPardotProandUltimateEditions.1.FromMarketingSetup,selectB2BMarketingAnalytics,andthenclickGettingStarted.2.Expandeachsectiontocompleteeachtask.a.SharePardotData:ClickManageAssignments,andthenaddtheIntegrationusertotheselectedpermissionset.Then,addthesalesandmarketinguserswhoneedaccesstoB2BMarketingAnalyticsapps.b.EnableTableauCRM:ClickOpenTableauCRMSetup,andthenturnonTableauCRM.IftheDataRowsheadingandSetuptilesappear,it’senabled.c.EnableDataSyncandConnections:ClickOpenTableauCRMSettings,selectEnableDataSyncandConnections,andthensave.3.Schedulereplication.4.Aftersettingsandpermissionsetsareinplace,youoryouruserscanopenAnalyticsStudioandbegincreatingapps.Tosetupoptionaldatasetsanddashboards,selectOptionalFeaturesinMarketingSetup.Tip:Bydefault,archivedprospectdataisincludedinTableauCRMdatasets.ToexcludedatafromarchivedprospectsinthePardotProspectsandProspectandActivitydatasets,editthepreferenceinPardotSettings.Note:TheDataSyncandConnectionssettingisrecommendedformostusers,becauseitimprovesperformanceinTableauCRM.USERPERMISSIONSToassignpermissionsets:AssignPermissionSetsANDViewSetupandConfigurationTocreateB2BMarketingAnalyticsapps:ManageTableauCRMTemplatedAppsANDCreateB2BMarketingAnalyticsAppsORB2BMarketingAnalyticsApppermissionsetWhenDataSyncison,youmustschedulereplicationtogetthelatestdata.IfyouhaveanyTableauCRMappsbesidesB2BMarketingAnalytics,DataSynccanretainotherapps’filtersandshowinaccuratedatainB2BMarketingAnalytics.PermissionsforB2BMarketingAnalyticsCreateandassignpermissionsetsfortheconnectoruserandB2BMarketingAnalyticsusers.Theappversionyouusedetermineswhichpermissionnamesareavailable.USERPERMISSIONSHere’showtofindoutwhatB2BMarketingAnalyticsversionandSalesforce-Pardotconnectorversionyourorguses.ToselectwhocanuseB2BMarketingAnalytics:CustomizeApplicationANDModifyAllDataTofindoutwhichlicenseyou’reusing,headovertoSalesforceSetup.OpenCompanyInformation,andlookforthePermissionSetLicensefield.Tofindyourconnectorversion,openPardotSettings.UnderAccountInformation,findtheSalesforceConnectorVersionfield.ThisinformationcanhelpyoudeterminewhichpermissionsyourB2BMarketingAnalyticsusersneed.IfyourorgusestheAnalyticsEmbeddedApppermissionsetlicense,refertoMigrationforLegacyUsersonpage7.4SetUpB2BMarketingAnalyticsPermissionsforB2BMarketingAnalyticsConnectorUserTheconnectoruserisusedinorgswiththev1Salesforce-Pardotconnector.Theconnectorusermustretainaccesstothefollowingpermissionsatalltimes.Ifyoureassigntheconnectoruserforotherpurposes,B2BMarketingAnalyticscan’treceiveupdateddata.PermissionSetLicensesB2BMarketingAnalyticsCRMUserORSalesUserORServiceUserPermissionSetsPardotConnectorUserCRMUserORSalesCloudUserORServiceCloudUserB2BMarketingAnalyticsAppSystemPermissionsTheB2BMarketingAnalyticsApppermissionsetincludesthesesystempermissionsbydefault.CreateB2BMarketingAnalyticsAppsDownloadTableauCRMDataEditTableauCRMDataflowsManageTableauCRMTemplatedAppsUseTableauCRMTemplatedAppsIntegrationUserTheintegrationuserisfoundinorgswiththev2Salesforce-Pardotconnector.Theintegrationusermustretainaccesstothefollowingpermissionsatalltimes.Ifyoureassigntheintegrationuserforotherpurposes,B2BMarketingAnalyticscan’treceiveupdateddata.PermissionSetLicensesB2BMarketingAnalyticsPermissionSetsPardotIntegrationUserCRMUserORSalesCloudUserORServiceCloudUserB2BMarketingAnalyticsAppSystemPermissionsMakesurethattheB2BMarketingAnalyticsApppermissionsetincludesthesesystempermissions.CreateB2BMarketingAnalyticsAppsDownloadTableauCRMDataEditTableauCRMDataflowsManageTableauCRMTemplatedAppsUseTableauCRMTemplatedAppsManageAnalyticsUserPermissionSetLicensesB2BMarketingAnalytics5SetUpB2BMarketingAnalyticsPermissionsforB2BMarketingAnalyticsCRMUserORSalesUserORServiceUserPermissionSetsCRMUserORSalesCloudUserORServiceCloudUserB2BMarketingAnalyticsAppSystemPermissionsMakesurethattheB2BMarketingAnalyticsApppermissionsetincludesthesesystempermissions.CreateB2BMarketingAnalyticsAppsDownloadTableauCRMDataEditTableauCRMDataflowsManageTableauCRMTemplatedAppsUseTableauCRMTemplatedAppsUseAnalyticsUserUseacustompermissionsettocreateuse-onlyusers.WerecommendthatyouclonetheoriginalB2BMarketingAnalyticspermissionsetandremoveunnecessarysystempermissions.PermissionSetLicensesB2BMarketingAnalyticsCRMUserORSalesUserORServiceUserPermissionSetsCRMUserORSalesCloudUserORServiceCloudUserB2BMarketingAnalyticsAppSystemPermissionsMakesurethattheclonedB2BMarketingAnalyticspermissionsetincludesthesesystempermissions.B2BMarketingAnalyticsAppsUseTableauCRMTemplatedAppsCreatePermissionSetsYoucancloneapermissionsetorcreateanewone.Aclonedpermissionsetstartswiththesamelicensesandenabledpermissionsastheoriginalone.Anewpermissionsetstartswithnolicensesselectedandnopermissionsenabled.6SetUpB2BMarketingAnalyticsMigrationforLegacyUsersCreatePermissionSetsYoucancloneapermissionsetorcreateanewone.Aclonedpermissionsetstartswiththesamelicensesandenabledpermissionsastheoriginalone.Anewpermissionsetstartswithnolicensesselectedandnopermissionsenabled.Tip:Ifyourorghasmanypermissionsets,usingpermissionsetgroupscanhelpimproveperformance.1.FromSetup,enterPermissionSetsintheQuickFindbox,thenselectPermissionSets.2.ClickNew.3.Enteryourpermissionsetinformation.4.Selectthetypesofusersforthepermissionset.Whenyoucreateapermissionset,youselectaspecificuserorpermissionsetlicense.Ifonlyuserswithonetypeoflicensecanusethepermissionset,selectthelicensethat’sassociatedwiththeusers.Forexample,tocreateapermissionsetforuserswiththeSalesforcelicense,selectSalesforce.YoucanenablepermissionsonlyallowedintheSalesforcelicense.theIdentityConnectpermissionsetlicense,selectIdentityConnect.YoucanenablepermissionsonlyallowedintheIdentityConnectlicense.differentlicenses,selectNone.Notselectingaspecificlicenseallowsyoutoassignthepermissionsettoanyuserwhoselicenseallowsthepermissionsyouenableinthepermissionset.Forexample,toassignthepermissionsettouserswiththeSalesforcelicenseandtouserswiththeSalesforcePlatformlicense,selectNone.EDITIONSAvailablein:SalesforceClassic(notavailableinallorgs)andLightningExperienceAvailablein:Essentials,ContactManager,Professional,Group,Enterprise,Performance,Unlimited,Developer,andDatabase.comEditionsUSERPERMISSIONSTocreatepermissionsets:“ManageProfilesandPermissionSets”Toassignpermissionsets:“AssignPermissionSets”Whencreatingapermissionsetforaspecificpermissionsetlicense,refertothatfeature’sdocumentation.Forexample,tocreateapermissionsetfortheIdentityConnectpermissionsetlicense,usethesestepsalongwiththeIdentityConnectdocumentation.Example:Let’ssayyouhaveseveraluserswithaprofilecalledSalesUser.Thisprofileallowsassigneestoread,create,andeditleads.Butyouneedsomeuserstoalsodeleteandtransferleads.Onthepermissionsetpagethatyoucreate,gotoFindSettingsandbegintypingLead.UnderObjectSettings,selectLeadsandenabledelete.“TransferLeads”isanapppermission(ratherthanobjectpermission).Toenableit,inFindSettings,begintypingleads.“TransferLeads”islistedunderAppPermissions.Assignthepermissionsettouserswhoneedthesepermissions.Note:Permissionsetswithnolicenseselecteddon’tincludeallpossiblepermissionsandsettings.Assignapermissionsetwithnolicenseonlytouserswhoseuserlicensesallowthepermissionsandsettingsthatyouareenablinginthepermissionset.Forexample,don’tcreateapermissionsetwithnouserlicenseandthenenable“AuthorApex”andassignittoSalesforcePlatformusers.Youcan’tassignthispermissionsettoSalesforcePlatformusersbecausetheSalesforcePlatformuserlicensedoesn’tallowApexauthoring.MigrationforLegacyUsersDatasetsinlegacyB2BMarketingAnalyticsappsarelongerupdated.LegacyappsincludeanycustomappsthatyoumadewithoutselectingtheB2BMarketingAnalyticsapptemplateduringsetup.Togetaccesstothemostrecentfeaturesanddata,upgradetotemplatedapps.MigrationstepsvarydependingonwhenyoupurchasedB2BMarketingAnalyticsandwhetheryouenabledarecentversion.Reviewthesesetupdescriptionstoidentifywhichstepstotake.7EDITIONSAvailablein:PardotPlus,Advanced,andPremiumEditions.SetUpB2BMarketingAnalyticsMigrationforLegacyUsersIfyouchoosetomigrateyourapp’scustomizations,learnwhattodobeforeandafter.BeforeYouUpgradeAfterYourUpgradeSetUpforLegacyAdd-OnUsersIpurchasedB2BMarketingAnalyticsasanadd-ontoPardotProorUltimate,andIdidn’tmigratetotheapptemplate.MigrateyourlegacyappstothelatestversionofB2BMarketingAnalytics.ThepermissionsetlicenseinyouraccountiscalledAnalyticsEmbeddedApp.1.Reviewtheprerequisitesettings.2.CreatetheManageTableauCRMTemplatedAppspermissionset,andassignittotheconnectoruser.3.CreatetheUseTableauCRMTemplatedAppspermset,andassignittosalesandmarketingusers.4.Savecustomlenses,datasets,ordashboardstotheMySharedAppsorMyPrivateAppsfolder.5.Createanapp.PermissionsforAnalyticsEmbeddedAppLicenseTheappversionyouusedetermineswhichpermissionsareavailable.Afteryoudeterminewhichpermissionsetlicenseyourorguses,assigntheotherpermissionsetsandsystempermissionstodifferenttypesofusers.PermissionsforAnalyticsEmbeddedAppLicenseTheappversionyouusedetermineswhichpermissionsareavailable.Afteryoudeterminewhichpermissionsetlicenseyourorguses,assigntheotherpermissionsetsandsystempermissionstodifferenttypesofusers.Here’showtofindoutwhatB2BMarketingAnalyticsversionandSalesforce-Pardotconnectorversionyourorguses.Tofindoutwhichlicenseyou’reusing,headovertoSalesforceSetup.OpenCompanyInformation,andlookforthePermissionSetLicensefield.EDITIONSAvailablein:PardotPlus,Advanced,andPremiumEditions.AvailableforanextracostinPardotProandUltimateEditions.Tofindyourconnectorversion,openPardotSettings.UnderAccountInformation,findtheSalesforceConnectorVersionfield.ThisinformationcanhelpyoudeterminewhichpermissionsyourB2BMarketingAnalyticsusersneed.IfyourorgusestheAnalyticsEmbeddedAppspermissionsetlicense,refertothefollowinglistofpermissions.Note:InSummer’21somesystemlabelswereupdatedtorefertoTableauCRM.Someolderlabelsweren’tchangedandcontinuetoinclude“Analytics.”Thisbehaviorisexpected.ConnectorUser,IntegrationUser,andManageAnalyticsUsersPermissionSetLicensesTableauCRMEmbeddedAppCRMUserORSalesUserORServiceUserPermissionSetsPardotConnectorUser(v1)orPardotIntegrationUser(v2)8SetUpB2BMarketingAnalyticsConsiderationsforB2BMarketingAnalyticsCRMUserORSalesCloudUserORServiceCloudUserManageTemplatedAnalyticsApps(custom)orManageTemplatedTableauCRMApps(custom)SystemPermissionsMakesurethatthepermissionsetyoucreatetomanagetemplatedappsincludesthesesystempermissions.CreateandEditTableauCRMDashboardCreateB2BMarketingAnalyticsAppsDownloadTableauCRMDataEditTableauCRMDataflowsEditDatasetRecipesManageTableauCRMTemplatedAppsUploadExternalDatatoTableauCRMUseTableauCRMUseTableauCRMTemplatedAppsUseAnalyticsSalesforceUserPermissionSetLicensesAnalyticsEmbeddedAppCRMUserORSalesUserORServiceUserPermissionSetsPardotConnectorUser(v1)orPardotIntegrationUser(v2)CRMUserORSalesCloudUserORServiceCloudUserUseTemplatedAnalyticsApps(custom)orManageTemplatedTableauCRMApps(custom)SystemPermissionsMakesurethatthepermissionsetyoucreatetousetemplatedappsincludesthesesystempermissions.CreateB2BMarketingAnalyticsAppsUseTableauCRMUseTableauCRMTemplatedAppsConsiderationsforB2BMarketingAnalyticsKeeptheseconsiderationsinmindwhileyousetupanduseB2BMarketingAnalytics.EDITIONSSettingItUpAvailablein:PardotPlus,Advanced,andPremiumEditions.AvailableforanextracostinPardotProandUltimateEditions.TheMulti-TouchAttributionDashboard,Account-BasedDashboard,EinsteinBehaviorScoringdashboard,andProspectandActivitydatasetareoptional.Wedon’trecommendusingB2BMarketingAnalyticsinsandboxorgs.Totestdashboards,createaprivateapptoconfigureandexplore.Then,sharetheappwithcolleagues.ThenecessarypermissionsetsprovideEditoraccessforB2BMarketingAnalyticsappstoeveryuser.Torestrictthisability,youcanupdatethesharingsettings.Tokeepdataflowingasexpected,makesurethattheconnectororintegrationuserretainsEditoraccess.9SetUpB2BMarketingAnalyticsConsiderationsforB2BMarketingAnalyticsIfyouassignedallofyouravailablelicenses,theTableauCRMPlatformlicensecanshareaccesswithadditionalsalesandmarketingusers.UpdatingtheAppTemplateB2BMarketingAnalyticsisbuiltonaTableauCRMapptemplate,whichisupdatedafewtimesperyear.Anadmincanenablethefeature,butusersmustinstallandupgradetheirappsasneeded.Eachtimeusersupgradetothelatestapp,theycanoverwritetheexistingapporcreateone.Whenusersoverwriteanapp,theylosecustomdashboardsandsettings.Makeanoteofwhichdashboards,datasets,andlensesuseanystandardPardotelements.Tomigratecustomizations,movedashboards,datasets,andsavedlensesintoMySharedApporMyPrivateApp.Next,upgradetheappandedittheexistingqueriestoreferencethenewdatasetIDs.Confirmthatimportantassetsandcustomizationsareavailableinthenewapp.Choosewhethertokeepolderversionsofappsforreferenceordeletethem.Whenanewappisavailable,thepreviousversionisnolongerupdatedorsupported.UsingPardotBusinessUnitsTheDataSyncandConnectionssettingisrecommendedformostusers,becauseitimprovesperformanceinTableauCRM.WhenDataSyncison,youmustschedulereplicationtogetthelatestdata.IfyouhaveanyTableauCRMappsbesidesB2BMarketingAnalytics,DataSynccanretainotherapps’filtersandshowinaccuratedatainB2BMarketingAnalytics.UsingB2BMarketingAnalyticsNote:AsoftheSummer’20release,datasetsinlegacyB2BMarketingAnalyticsappsarenolongerupdated.LegacyappsincludeanycustomappsyoumadewithoutselectingtheB2BMarketingAnalyticsapptemplateduringsetup.Forthelatestdatasetsandfeatures,re-createyourappswiththeB2BMarketingAnalyticsapptemplate.B2BMarketingAnalyticsusesthecurrencysettingfromyourPardotaccount.Regardlessoflocalesettings,currencyformatsinTableauCRMappssupportonlydecimalsforthedecimalseparatorandcommasforthegroupingseparator.TheMulti-TouchAttributiondashboardincludesafilterforcampaigninfluencemodels.Thefilterlistcontainsonlymodelsthathavecampaignsandopportunitiesassociatedwiththem.Thelistcanbeemptyfornewerusers.InorgswithEngagementHistoryenabled,TableauCRMAnalyticsStudiocontainsaread-onlyPardotEngagementHistoryapp.Userscanworkwithlensestoexplorethedataset:90daysofengagementdatafromconnectedcampaignsandsyncedassets.ThisapppowerstheEngagementHistoryDashboardLightningcomponent.B2BMarketingAnalyticsisn’tfullysupportedonLightningExperienceoniPadSafari.Dashboardsdon’talwaysappearcompletelyinsideAnalyticsStudio,sowerecommendthatyouopentheappfromtheAnalyticstabinLightningExperience.Alternatively,trytheTableauCRMmobileappforiOS.WorkingwithDataB2BMarketingAnalyticsusesBulkAPIcallstoaggregatedatainthedatasets.Thisusagedoesn’tcountagainstyourSalesforceorPardotAPIrequestlimits.ExternaldatasetsoriginateinPardotandcan’tbeeditedintheDataManager.They’reupdatedevery24hoursandcan’tbesyncedmanually.Theexternaldatasetsare:–PardotCampaign10SetUpB2BMarketingAnalyticsCreateandUpgradeB2BMarketingAnalyticsApps–PardotEmail–PardotEmailTemplate–PardotFormandFormHandler–PardotLandingPage–PardotOpportunity–PardotProspect–PardotTags–PardotVisitorForotherdatasets,youcanschedulesynctoavoidoverlapandimproveperformance.LearnhowtoScheduleDataSynctoRunAutomatically.IfyouuseB2BMarketingAnalyticswithoutembeddedEngagementHistorydashboardsenabled,youcansyncupto25millionrowsofdata.ForGrowthEdition,EngagementHistorycansyncupto90daysor10millionrowsofdata,whichevercomesfirst.ForPlus,Advanced,andPremiumeditionswhereB2BMarketingAnalyticsandtheProspectandActivitydatasetareenabled,thesefeaturescansyncupto3yearsor35millionrowsintotal.Duetodatefilters,timezonesandotherfactors,youcanencounterdiscrepanciesbetweenPardotreportingdataandB2BMarketingAnalyticsdata.FindoutmoreinthisKnowledgeArticle:DataDiscrepanciesinB2BMarketingAnalytics.CreateandUpgradeB2BMarketingAnalyticsAppsToexploredashboardsandlenses,createanappwiththeB2BMarketingAnalyticstemplate.AsfeatureupdatesbecomeavailabletoB2BMarketingAnalytics,youmustupgradeyourapps.Youcanalsochangeanapp’ssettingsatanytimebyreconfiguringit.CreateaB2BMarketingAnalyticsAppTocreateaB2BMarketingAnalyticsappinyourorg,navigatetoTableauCRMAnalyticsStudioandanswerthesetupquestions.EDITIONSAvailablein:PardotPlus,Advanced,andPremiumEditions.AvailableforadditionalcostinPardotProandUltimateEditions.ReconfigureB2BMarketingAnalyticsIfyoumakeamistakeduringsetuporhaveneBaseeachpermissionsetontheAnalyticsEmbeddedAppspermissionsetlicense.FortheManagepermissionset,allowalltheavailablepermissionsandaddtheCreateB2BMarketingAnalyticsAppsandManageTableauCRMTemplatedAppsuserpermissions.Then,assigntheManagep RelatedBooks APRIL7.82013COBBGALLERIACENTRE.ATLANTA,GA CleoJeansB2B839HCommunionCollection(The)RC721CoolmanTradingB2B243Cooper&NelsonRC305CopenSportswearB2B443CounterattackB2B726HCreBrandB2B730CultureJeanswearB2B931D-LUXB2B338D’ItaliaRC1315DanielEllissaRC100HDarringVIA1009DavidXRC609DealsWholesaleB2B935&938 1mago 1Views obb BoomBoomJeansB2B639BoyleHeightsB2B744BoysNauticaB2B425BravemanRC105BrianBrothersB2B342HBrioMilanoRC207BrunoConteRC809BrutiniNRG645BryanMichaelsRC707BTLB2B116BudabeanB2B335BuffaloJeansVIA900C.K.L.RC212C.O.D.FriendlyCONCOURSEtheBRANDsHNEWATTHECOBB 1mago 1Views CommunityBasedMarketing(CBM) InthecaseofB2Bmarketingthesecommunitiesarea)professionally-focusedandb)serveamarketingpurpose.So,CBMforB2Bmarketingisdefinedasfollows:B2BCommunity:definitionAB2Bcommunityisagroupofprofessionalsdrawntogetherbyasharedinterestandheldtogetherovertimebymutualsupportorbenefit. 2mago 9Views TheCompleteGuidetoB2BMarketing-Salesforce e-bookcanhelp.ThefollowingchapterswillguideB2Bmarketersthroughtheeightmainpillarsofdigitalmarketing,withchecklistsandworksheetsprovidedattheendofeachchapter.INTRODUCTIONBeabetterB2Bmarketer.introWhetheryou’rebuildingaB2Bmarketingstrategyfromth 5mago 8Views 14VisionsoftheFutureYouCanUseTodayMARKETINGB2B Hereweo“erinsightfrom14B2BmarketingleadersatcompaniessuchasExactTarget,Marketo,Xerox,LinkedInandmoretoinspireandguideyouthroughtheB2Bmarketingyearahead.Wanttoseeexpertsliketheseinaction?ElevateyourskillsbyattendingtheMarketingProfsannualB2BMarketi 2mago 5Views UserExperienceBrief-Yesko May24,2010 ·TheB2BSalesFunnelmodelstheprocessof—andtypicalstageswithin—B2Bsales.UnlikeB2Csales,B2Bsalesareoftencharacterizedbycollectivedecisionsmadebygroupsofpeople,asopposedtoindividuals.Moreover,aB2BsalerarelyhasaneCommercecomponentatitsheart.Rather,B2Bsalesthemselvesaremuchmorelikelytooccuroffline. 2mago 1Views THEB2BWEBSITEBUYER’SGUIDE-B2BWebsiteDesign 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