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Table of Contents

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Label

API Name

Type

Type - Description

sObject

New/Update

Description/Change

Usyd move contacts related to Account to Contact Roles

Usyd_move_contacts_related_to_Account_to_Contact_Roles

Flow

record-triggered flow

Opportunity

Deactivated

translated to subflow(auto-launched flow), USYD_CreateOpportunityContactRole

Opportunity_afterInsertUpdate

Opportunity_afterInsertUpdate

Flow

record-triggered flow

Opportunity

Deactivated

translated to subflow(auto-launched flow), USYD_UpdateSourceGiftAccount

Usyd move contacts related to Account to Contact Roles

Usyd_move_contacts_related_to_Account_to_Contact_Roles

Flow Definition

Flow Definition

Opportunity

Deactivated

Flow definition counterpart of flow: Usyd_move_contacts_related_to_Account_to_Contact_Roles

Opportunity_afterInsertUpdate

Opportunity_afterInsertUpdate

Flow Definition

Flow Definition

Opportunity

Deactivated

Flow definition counterpart of flow: Opportunity_afterInsertUpdate

Opportunity After Save

USYD_OpportunityAfterSave

Flow

record-triggered flow

Opportunity

New

Opportunity Main Flow for After Save Automation

Create Campaign Influence

USYD_CreateCampaignInfluence

Flow

auto-launched flow

Opportunity

New

The automation flow in creating Campaign Influence records

Create Opportunity Contact Role

USYD_CreateOpportunityContactRole

Flow

auto-launched flow

Opportunity

New

The automation flow in creating Opportunity Related Contact Role records. Optimized version of Usyd_move_contacts_related_to_Account_to_Contact_Roles

Update Source Gift Account

 USYD_UpdateSourceGiftAccount

Flow

auto-launched flow

Opportunity

New

The automation flow in updating Source Gift Account records. Optimized version of Opportunity_afterInsertUpdate

Opportunity Layout

Opportunity Layout

Layout

Page Layout

Opportunity

Update

Added Related List: Campaign Influence

Usyd - AQ Bequest 3.17

Usyd - AQ Bequest 3%2E17

Layout

Page Layout

Opportunity

Update

Added Related List: Campaign Influence

Usyd - AQ Bequest 3.17 Admin

Usyd - AQ Bequest 3%2E17 Admin

Layout

Page Layout

Opportunity

Update

Added Related List: Campaign Influence

USyd - AQ Lightning Outright Gift

USyd - AQ Lightning Outright Gift

Layout

Page Layout

Opportunity

Update

Added Related List: Campaign Influence

USyd - AQ Lightning Outright Gift Admin

USyd - AQ Lightning Outright Gift Admin

Layout

Page Layout

Opportunity

Update

Added Related List: Campaign Influence

Campaign Influence Layout

Campaign Influence Layout

Layout

Page Layout

Campaign Influence

New

New Layout of Campaign Influence

USYD Campaign Influence Permissions

USYD_Campaign_Influence_Permissions

Permission Set

Permission Set that provides access to Campaign Influence Object

-

New

Special Permission Set for users that require seeing Campaign Influence records

System Administrator

Admin

Profile

Profile

-

Update

Campaign Influence Layout assignment

Read Only

Read Only

Profile

Profile

-

Update

Campaign Influence Layout assignment

Usyd ASR User

Usyd ASR User

Profile

Profile

-

Update

Campaign Influence Layout assignment

USyd Standard User - Prospect Development

USyd Standard User - Prospect Development

Profile

Profile

-

Update

Campaign Influence Layout assignment

USyd Standard User

USyd Standard User

Profile

Profile

-

Update

Campaign Influence Layout assignment

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Scenario #1: 1 FTP - Only 1 Campaign Member

  • 1 campaign member that satisfies all the configurations mentioned above.

Scenario #2: Total of 7 Campaign Members
A. 1 FTP, 1 STP - 2 Campaign Members that satisfies all the configurations mentioned above.
B. 1 MRGBO  - 1 Campaign Member with the following attributes:
Status=Donated
Start Date=GT {!opportunity.CreatedDate}(Opportunity CreatedDate)-366 AND LT opportunity.(Opportunity CreatedDate)
C. 1 MRCBO  - 1 Campaign Member with the following attributes:
Start Date=GT {!opportunity.CreatedDate}(Opportunity CreatedDate)- 180 AND LT opportunity.(Opportunity CreatedDate)
D. 1 MRCBS  - 1 Campaign Member with the following attributes:
Start Date=GT {!opportunity.Solicitation_Stage_Date__c}(Opportunity Solicitation Stage Date)-90 AND LT {!opportunity.Solicitation_Stage_Date__c}(Opportunity Solicitation Stage Date)
E. 1 MRCBW  - 1 Campaign Member with the following attributes:
Start Date=GT {!opportunity.CloseDate}(Opportunity CloseDate)-90 AND LT {!opportunity.CloseDate}(Opportunity CloseDate)
F. 1 Even Distribution  - 1 Campaign Member

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Campaign Influence:
Campaign ID=Campaign ID of Campaign Member in Scenario #1
Contact ID=Contact ID of Campaign Member in Scenario #1
Influence=20
Model/Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

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Campaign Influence 1 FTP:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2 with the earliest Start Date
Contact ID=Contact ID of a Campaign Member in Scenario #2 with the earliest Start Date
Influence=20
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 STP:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2 with the second earliest Start Date
Contact ID=Contact ID of a Campaign Member in Scenario #2 with the second earliest Start Date
Influence=14
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 MRGBO:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2.B
Contact ID=Contact ID of a Campaign Member in Scenario #2.B
Influence=14
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 MRCBO:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2.C
Contact ID=Contact ID of a Campaign Member in Scenario #2.C
Influence=14
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 MRCBS:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2.D
Contact ID=Contact ID of a Campaign Member in Scenario #2.D
Influence=IF ({!opportunity.RecordType.DeveloperName} = Opportunity Record Type is 'Gifts _ in _ Will', Then 7, Else 14)
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 MRCBW:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2.E
Contact ID=Contact ID of a Campaign Member in Scenario #2.E
Influence=IF ({!opportunity.RecordType.DeveloperName} = Opportunity Record Type is 'Gifts _ in _ Will', Then 7, Else 14)
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 Even Distribution:
Campaign ID=Campaign ID of remaining/last Campaign Member in Scenario #2
Contact ID=Contact ID of remaining/last Campaign Member in Scenario #2
Influence=IF ({!opportunity.RecordType.DeveloperName} = Opportunity Record Type is 'Gifts _ in _ Will', Then (24/{!NumOpptyContactCampaigns}), Else (10/{!NumOpptyContactCampaigns}))
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

*NumOpptyContactCampaigns is the number of remaining Opportunity Campaign Members that is left to process that did not get processed by preceding categories (e.g. Campaign Influence 1 FTP, Campaign Influence 1 STP, Campaign Influence 1 MRGBO, and so on…).