Explore Combined Prospect and Activity Data in B2B Marketing Analytics

Encourage users to add the Prospect and Activity Dataset to their lenses and dashboards to help them further understand prospect engagement. The dataset includes three years of engagement information tied to the default and custom prospect fields in the Pardot Prospect dataset. With this super dataset, you can unearth valuable connections without heavy report customization.

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.

Who: To create a B2B Marketing Analytics app, users need the Create B2B Marketing Analytics Apps permission. To reconfigure B2B Marketing Analytics apps, users need one of these permissions: Use Analytics Templated Apps, Manage Analytics Templated Apps, or B2B Marketing Analytics.

How: During setup for a new B2B Marketing Analytics app, select the Prospect and Activity Dataset on the Optional Features list. If you’ve set up an app previously and want to add the dataset, reconfigure the app and choose the dataset when you’re prompted.

The Optional Features modal shows three questions with the new dataset selected.