Tableau CRM Analytics Studio: Intro to Prospect & Activity Dataset
Posted: Mon Dec 23, 2024 10:09 am
The Prospect and Activity Dataset is key in Tableau CRM Analytics as it reports on which content influences specific prospects in their journey. In this blog we cover how to enable this feature and ways to use it effectively.
Grayscale headshot of Chloe Wilde
Chloe Prowse
3 mins
3D eBook cover with text How to Measure ROI using PardotFree ResourceDownload now
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
From assisting clients over the past year with their Tableau CRM Analytics Studio, I’ve seen the Prospect and Activity Dataset prove time and time again to be the key dataset in helping report on which content dutch cell phone number influences specific prospects in their journey. This is because it displays prospect demographics and engagement metrics together.
If you have already set up your Analytics Studio B2B Marketing Analytics (B2BMA) app, you may have noticed the dataset called Prospect and Activity’. However, this depends on your edition. This B2B Marketing Analytics dataset is only available in Pardot Plus, Advanced, and Premium Editions. It is available for an extra cost in Pardot Pro and Ultimate Editions.
During configuration of the B2B MA App, alongside additional optional features, we have the option to include this dataset to display up to three years of engagement history information and create custom reports based on this dataset in your B2B MA App.
Pardot Training Banner
Intro to Prospect & Activity Dataset:
Enable Prospect and Activity data
Ways to use Prospect and Activity data
Enable Prospect and Activity data
Enabling the Prospect and Activity dataset is easy to do, using the step-by-step guide in Salesforce.
Head to Salesforce Setup, enter Pardot’ and click B2B Marketing Analytics’.
From the B2B Marketing Analytics Set up Page select the optional dataset Enable Prospect Activity Dataset’ by using the toggle.
If you have already created a B2B Marketing Analytics App, reconfigure the app by following the steps, but make sure you check the “Include Prospect and Activity dataset” in step 2 of the reconfiguration window of your B2B MA App.
Once your App has successfully completed, you are ready to get started with the Prospect and Activity dataset. To help you get the most out of this, I’ve detailed below my favourite use cases.
Ways to use Prospect and Activity data
1. Create a Lens to use across mult
Grayscale headshot of Chloe Wilde
Chloe Prowse
3 mins
3D eBook cover with text How to Measure ROI using PardotFree ResourceDownload now
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
From assisting clients over the past year with their Tableau CRM Analytics Studio, I’ve seen the Prospect and Activity Dataset prove time and time again to be the key dataset in helping report on which content dutch cell phone number influences specific prospects in their journey. This is because it displays prospect demographics and engagement metrics together.
If you have already set up your Analytics Studio B2B Marketing Analytics (B2BMA) app, you may have noticed the dataset called Prospect and Activity’. However, this depends on your edition. This B2B Marketing Analytics dataset is only available in Pardot Plus, Advanced, and Premium Editions. It is available for an extra cost in Pardot Pro and Ultimate Editions.
During configuration of the B2B MA App, alongside additional optional features, we have the option to include this dataset to display up to three years of engagement history information and create custom reports based on this dataset in your B2B MA App.
Pardot Training Banner
Intro to Prospect & Activity Dataset:
Enable Prospect and Activity data
Ways to use Prospect and Activity data
Enable Prospect and Activity data
Enabling the Prospect and Activity dataset is easy to do, using the step-by-step guide in Salesforce.
Head to Salesforce Setup, enter Pardot’ and click B2B Marketing Analytics’.
From the B2B Marketing Analytics Set up Page select the optional dataset Enable Prospect Activity Dataset’ by using the toggle.
If you have already created a B2B Marketing Analytics App, reconfigure the app by following the steps, but make sure you check the “Include Prospect and Activity dataset” in step 2 of the reconfiguration window of your B2B MA App.
Once your App has successfully completed, you are ready to get started with the Prospect and Activity dataset. To help you get the most out of this, I’ve detailed below my favourite use cases.
Ways to use Prospect and Activity data
1. Create a Lens to use across mult