Salesforce Campaign Influence: Custom Models Part 3 - Even Distribution Campaign Attribution
⛔❗ IMPORTANT - PLEASE READ BEFORE WATCHING VIDEO ❗⛔
We have rearchitected the Record-Triggered flow called Campaign Member | Campaign Influence Record Automation to fix a gap we discovered in our custom campaign influence models. While working with a customer, we uncovered a new scenario that wasn’t covered: when a Contact is tied to multiple open Opportunities, the last-touch influence record wasn’t being created on all of them.
➡️ Skip 04:48 - 06:10 on this video and follow the steps in this new video to setup the Campaign Member record-triggered flow: • Salesforce Campaign Influence Custom Model...
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This is the next video on how to setup the flows needed to create Campaign Influence records for an Even Distribution Campaign Attribution custom model. If you haven't watched Blu Tiger Academy's four other intro videos on Campaign Influence, we highly recommend you watch those first, links are below.
The flows we create will support the following criteria and will give equal revenue share to ALL of the campaigns a contact interacts with:
• Contacts must be related to the Opportunity via Opportunity Contact Role records
• Campaign Member must have Responded = True - if you do not understand what this means, watch our video called:
Mastering Salesforce Campaigns: Best Practices for Setup, Record Types, Statuses & Hierarchy: • Mastering Salesforce Campaigns: Best Pract...
• Campaign Member record must have a created date greater than 180 days before the Opportunity created date.
• Opportunity must be open
You can modify any of this criteria to fit your own business rules. If you have any specific rules you do not know how to solve for, let us know in the comments below.
You will learn how to update the following flows we created for the First Touch Campaign Attribution to work for your Even Distribution Campaign Attribution model:
• Opportunity Contact Role | Created - Campaign Influence Automation (Record-Triggered Flow) - this flow will create Campaign Influence records when an Opportunity Contact Role record is created.
• Opportunity Contact Role | Deleted Master Flow (Record-Triggered Flow) - this flow will delete Campaign Influence records when an Opportunity Contact Role record is deleted.
• Campaign Member | Campaign Influence Record Automation (Record-Triggered Flow) - this flow will create Campaign Influence records when a Campaign Member record is created or updated.
• Campaign Influence | Record Created for Custom Model (Record-Triggered Flow) - this flow will route Campaign Influence records from custom models to the subflow below to calculate the Influence %.
• Campaign Influence | Influence % Automation (Autolaunched Flow) - this is a subflow used to calculate the Influence % for Campaign Influence records. There are two record-triggered flows that send records to this flow.
Blu Tiger Academy Resources:
Mastering Salesforce Campaigns: Campaign Influence Initial Setup: • Mastering Salesforce Campaigns: Campaign I...
Salesforce Campaign Influence: Intro to Custom Models: • Salesforce Campaign Influence: Intro to Cu...
Salesforce Campaign Influence: First Touch Campaign Attribution - Part 1A: • Salesforce Campaign Influence: Custom Mode...
Salesforce Campaign Influence: First Touch Campaign Attribution - Part 1B: • Salesforce Campaign Influence: Custom Mode...
Salesforce Campaign Influence: Last Touch Campaign Attribution - Part 2: • Salesforce Campaign Influence: Custom Mode...
Salesforce Campaign Influence Playlist: • Salesforce Campaign Influence
Salesforce Resources:
Campaign Influence API documentation: https://developer.salesforce.com/docs...
Campaign Influence Model API documentation: https://developer.salesforce.com/docs...
Implement Custom Campaign Influence Models with Apex Triggers: https://help.salesforce.com/s/article...
CHAPTERS:
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0:00 Intro
0:28 Make Even Distribution Model Default Model
1:40 Update Opp Contact Role Created Flow
4:30 Update Campaign Member Created Flow
6:10 Update Opp Contact Role Deleted Flow
8:26 Update Campaign Influence Percentage Automation Flow
12:29 Test by Creating Opp Contact Role Records
14:30 Test by Creating New Campaign Member Record
16:15 Review Campaign Influence Report
17:55 How to Change Default Model
18:44 Wrap-up
Music:
All Songs by: HATAMITSUNAMI on Epidemic Sound
Songs:
Wam Energy (Instrumental Version)
Traveling Poet
Unknown Places
Same Sun
Soul Over Matter
Norrliden
Miljoner
Serpent's Mystery