Follow the Path to Easier B2B Marketing Analytics Setup

Now you can follow clear steps in Salesforce Setup to get started with B2B Marketing Analytics, instead of comparing help articles to figure out what comes next. When you open the Setup page, we check your configuration and show you the right steps to enable B2B Marketing Analytics.

Where: This change applies to Lightning Experience and Salesforce Classic and is included with Pardot Plus and Advanced. The change also affects Pardot Pro and Ultimate editions with the B2B Marketing Analytics add-on.

How: Open Salesforce Setup, and search for B2B Marketing Analytics. On the Getting Started page, follow the steps provided. To enable optional dashboards and datasets, review the steps on the Optional Features page.Setup page shows permissions and enablement tasks in an ordered list.

Text links are available on certain steps that open Salesforce Help for more information. Buttons take you to the correct in-app locations to accomplish each task.