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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 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

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  1. Enable the Campaign Influence Feature in target org.

  2. Add a New Attribution Model in Setup.

    1. Model Name: Usyd Attribution Model

    2. Unique Name: Usyd_Attribution_Model

    3. Default Model: TRUE

    4. Locked: FALSE

    5. Active: TRUE

    6. Record Preferences: All Records

  3. Use branch: TAPSS-1100-PermSetOnly-v2, to deploy the Permission Set: USYD Campaign Influence Permissions, to the target org.

  4. In the target org, assign the Permission Set to the set deploying user: Yeng Sembrano.

  5. Use branch: TAPSS-1100-from-rebased-master, to deploy all TAPSS-1100 components to target org.

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