Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, 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.
Explore Pardot and Salesforce Campaign Data Side-by-Side
Where: This change applies to Lightning Experience and Salesforce Classic. This feature is available in Salesforce Enterprise, Unlimited, and Developer editions with Pardot Premium or the B2B Marketing Analytics Plus add-on.
Why: Customers asked for simpler ways to find out which audience segments most often engage with their marketing campaigns. Users want preset reports and dashboards that give them a better view of specific relationships that are hidden inside their dataflows. They also want help to identify the best next step for future campaigns. The Marketing Campaign Intelligence app and Einstein Discovery Story do all these things, making it easier to achieve the results your business wants.
The new app offers side-by-side dashboards (1) for an aggregate view and handy details (2) you expect from our B2B Marketing Analytics products.
How: If you already use Analytics Studio apps, such as B2B Marketing Analytics or Account-Based Marketing, you can create an app and choose the Marketing Campaign Intelligence app template.
If it’s your first analytics app, enable Analytics and Data Sync first. Verify and assign permissions, and head over to Analytics Studio to create your first app.