Salesforce Campaign Influence: Custom Models Part 1B - First Touch 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 00:44 - 16:19 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 second part of a two part video on how to setup the flows needed to create Campaign Influence records for a First Touch Campaign Attribution custom model. The flows we create in this video will be used for our other custom models. If you haven't watched Blu Tiger Academy's two 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 100% revenue share to the first campaign 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.
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
0:32 Create Flow when Campaign Member is Created
16:19 How to Test Flow
19:10 Create Flow to Update Campaign Influence %
27:40 Create Flow on Campaign Influence Object
30:33 Update Opportunity Contact Role Deleted Flow
36:11 How to Test Flow
37:31 Wrap-up
Music:
Songs:
Cruising Punjabi
Popping Punjabi
Feeling Punjabi
Vibing Punjabi
Namaste Spiceland Punjabi
He Says, She Says (Instrumental Version)
Punjabi Swag
Eternal Love (Instrumental Version)
Bhoomi
Garam Masala
Journey through India (Instrumental Version)
Mumbai Local Train
Secret Ritual
All Above Songs By: Aks & Lakshmi on Epidemic Sound
Song: Goldie
By: Pawan Krishna on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
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