Use Einstein Discovery Predictions to Enhance Account-Based Marketing Strategy (Pilot)

Give sales and marketing users the power to analyze ongoing account-based marketing efforts and performance. The new Account-Based Marketing (ABM) app template offers three dashboards, and includes an Einstein Discovery story that identifies easy wins and improvement opportunities. The Account-Based Marketing app template is part of Einstein Analytics for B2B Marketing, a growing collection of tools tailored for the B2B marketer.
Where: This change applies to Lightning Experience and Salesforce Classic. This feature is available in Salesforce Enterprise, Unlimited, Partner Developer, and Developer editions with the Einstein Analytics for B2B Marketing license.


We provide Einstein Analytics for B2B Marketing to selected customers through a pilot program that requires agreement to specific terms and conditions. To be nominated to participate in the program, contact Salesforce. Pilot programs are subject to change, and we can’t guarantee acceptance. Einstein Analytics for B2B Marketing isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can provide feedback and suggestions in the Einstein Analytics for B2B Marketing group in the Trailblazer Community.

Why: The B2B Marketing Analytics app offers a high-level glimpse into your account-based marketing activities. The complete ABM app template gives you more control over what information to display and how. It also offers access to a powerful Einstein Discovery story that helps you target methods to maximize opportunities.

The Einstein Analytics for B2B Marketing license includes four permission set licenses: Einstein Analytics Plus Admin, Einstein Analytics Plus User, Einstein Analytics for B2B Marketing Admin, and Einstein Analytics for B2B Marketing User.

How: After you assign access, users can create their own ABM apps. To start, from the App Launcher, find and open Analytics Studio, and then create an app. When prompted, choose the Account-Based Marketing app template and answer the questions in the setup wizard.

To use Einstein Discovery with your app, set up predictions separately.The main ABM dashboard shows several graphs, donut charts, and tables.