...
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 |
...
Create a Test Opportunity
Record Type: Gifts in Will (API:Gifts_in_Will) OR Gift/Pledge (API:OutrightGift)
Has Related Contact Roles
The Contact is assigned to Campaigns.
How to add a Contact to Campaigns:Contact>Engagement>Campaigns>Campaign History: Click on Add to Campaign>Select a Campaign>Set Values for a New Campaign Member record:
Responded: TRUE (Ticked) - change Status to Donated to set Responded to TRUE.
Start Date: GT Today()-2492 Days.
If Date Today is November 15, 2023, suggested Start Date would be any Date after January 18, 2017 … e.g. January 25, 2017 should work!
[Click on EDIT after you create for each campaign member to view all its fields (e.g. Responded,etc)]
Apply the Scenarios listed below.
After Applying the scenarios, trigger the automation by updating the Opportunity Stage to Closed Won or Closed Lost. Make sure that the previous Stage is not Closed Won or Closed Lost.
Check the new Campaign Influence records that gets created by the automation to verify expected results.
...
Scenario #1: 1 FTP (First Touchpoint) - Only 1 Campaign Member
|
Scenario #2: Total of 7 Campaign Members
*If your Opportunity Created Date is October 1, 2023, Suggested Start Date for your Campaign Member should be between September 30, 2022 AND October 1, 2023 … e.g. November 4, 2022 should work!
*If your Opportunity Created Date is October 1, 2023, Suggested Start Date for your Campaign Member should be between April 4, 2023 AND October 1, 2023 … e.g. June 4, 2023 should work!
*If your Opportunity Solicitation Stage Date is October 20, 2023, Suggested Start Date for your Campaign Member should be between July 22, 2023 AND October 20, 2023 … e.g. August 4, 2023 should work!
*If your Opportunity Close Date is November 20, 2023, Suggested Start Date for your Campaign Member should be between August 22, 2023 AND November 20, 2023 … e.g. September 4, 2023 should work!
Any remaining Campaign Members that did not satisfy any of the conditions above will be processed under Even Distribution. |
Expected Results
Notes:
Created Campaign Influence records will show up in the related list of the triggering Opportunity.
...