Salesforce Trailhead Explains... How to Set Up and Administer Your Analytics 360 Integration for Marketing Cloud

In the next unit recap of “A Beginner’s Guide to Salesforce Trailhead,” I am taking you through, “Set Up and Administer Your Analytics 360 Integration for Marketing Cloud.”

Last week, we learned about the partnership itself and key features of the seamless integration.

In this unit, Salesforce Trailhead teaches us how to link Analytics 360 to Marketing Cloud, configure important data, and explains why we should turn on measurement for a Journey.

Ready? Let’s dive in!

In order to link Analytics 360 to Marketing Cloud, you must have administrator permissions for both technologies. While you’re doing this, you should identify other users and admins who will need access.

Next, you will add Analytics 360 to your website, if you haven’t already.

To receive and measure commerce data, Salesforce says you must enable e-commerce in your Analytics 360.

Salesforce provides clear instructions for linking Analytics 360 with Marketing Cloud.

Image Credit: Salesforce

There is also a video in this unit that you can follow along with as you link your own technologies. It is very helpful, and if you are completing this unit to complete the integration, I highly suggest pulling up the unit while you complete the process.

Salesforce Trailhead also provides steps to:

  • Define your data access:
    • This gives Marketing Cloud access to Analytics 360 accounts, properties, and views that you select.
  • Set your measurement strategy:
    • At this step in the process, you are setting your parameters and establishing UTM parameters configuration. Salesforce explains that this will eliminate the need for spreadsheets or copying and pasting from link to link. You only need to set the parameters once to measure your strategy across all journeys.
  • Measure any journey:
    • Once you’ve completed the above steps, all that will be left to do is turn it on!

Video tutorials are available for each of these steps within the unit.

As always, I don’t want to take away from you absorbing the knowledge yourself, so I encourage you to dive into this excellent step-by-step unit yourself…

Start the Unit

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