B2B Marketing Analytics Implementation Guide

This document is an implementation guide for B2B Marketing Analytics in Salesforce, specifically for the Spring '26 release. It outlines the setup process, prerequisites, and user permissions necessary for effectively utilizing the B2B Marketing Analytics CRM app. The guide details how to create and upgrade B2B Marketing Analytics apps, emphasizing the importance of assigning appropriate user permissions to enable access to dashboards and analytics features. It also discusses considerations for users migrating from legacy systems and highlights the need for periodic updates to ensure access to the latest tools and data. Additionally, the guide provides instructions for setting up optional features and dashboards, including account-based marketing and multi-touch attribution dashboards. Users are advised to familiarize themselves with common CRM Analytics terminology to enhance their understanding and usage of the platform. Overall, this guide serves as a comprehensive resource for implementing and managing B2B Marketing Analytics within Salesforce.