Salesforce Campaign Influence: Custom Models Part 1A - First Touch Campaign Attribution
This is the first 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.
You will learn how to create the following flows in this 2-part series.
Part 1 A:
• 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.
Part 1B -
• 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.
Please note: You may want to create a flow the fires when a Campaign Member record is deleted. This flow would work like the Opportunity Contact Role flow we created where it would delete the Campaign Influence records for the Contact related to the Campaign Member record that was deleted. We opted not to create this flow because we see companies deleting Campaign Members for older campaigns in order to stay under Salesforce's data storage limits.
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
0:45 Create Flow when Opp Contact Role is Created
15:32 Review Custom Model Settings
15:58 How to Test First Touch Custom Model
19:08 Create Flow when Opp Contact Role is Deleted
20:59 How to Test Opp Contact Role Deletion
21:27 Wrap-up
Music:
Song: I Keep Looking for It
By: Giants' Nest on Epidemic Sound
Song: Island in the Sky
By: Giants' Nest on Epidemic Sound
Song: Kahakai
By: Pableno on Epidemic Sound
Song: Melody of Daylight
By: dvine on Epidemic Sound
Song: Running in the Wind
By: Tomas Skyldeberg on Epidemic Sound
Song: Shores of Reflection
By: dvine on Epidemic Sound
Song: Standing Outside
By: dvine on Epidemic Sound