...
Table of Contents
...
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 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 |
...
Scenarios
Scenario #1: 1 FTP (First Touchpoint) - Only 1 Campaign Member |
Scenario #2: Total of 7 Campaign Members
A. 1 FTP (First Touchpoint), 1 STP (Second Touchpoint) - 2 Campaign Members that satisfies all the configurations mentioned above.
B. 1 MRGBO MRGBO (Most Recent Gift before Opportunity) - 1 Campaign Member with the following attributes:
Status=Donated
Start Date=GT (Opportunity CreatedDate)-366 AND LT (Opportunity CreatedDate)
C. 1 MRCBO (Most Recent Campaign before Opportunity) - 1 Campaign Member with the following attributes:
Start Date=GT (Opportunity CreatedDate)- 180 AND LT (Opportunity CreatedDate)
D. 1 MRCBS MRCBS (Most Recent Campaign before Solicitation) - 1 Campaign Member with the following attributes:
Start Date=GT (Opportunity Solicitation Stage Date)-90 AND LT (Opportunity Solicitation Stage Date)
E. 1 MRCBW MRCBW (Most Recent Campaign before Closed Won) - 1 Campaign Member with the following attributes:
Start Date=GT (Opportunity CloseDate)-90 AND LT (Opportunity CloseDate)
F. 1 Even Distribution - 1 Campaign Member |
...
Note: Campaign Members are processed sequestially, following a waterfall approach. For instance, the categories below handle the remaining Campaign Members that were not processed by the preceding category.
Campaign Influence 1 FTP (First Touchpoint):
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 (Second Touchpoint):
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 (Most Recent Gift before Opportunity):
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 (Most Recent Campaign before Opportunity):
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 (Most Recent Campaign before Solicitation):
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 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 (Most Recent Campaign before Closed Won):
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 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 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 FTPFirst Touchpoint, Campaign Influence 1 STP, Campaign Influence 1 MRGBO, and so on…). |
...