Content Comparison

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

Scenario #1: 1 FTP (First Touchpoint) - Only 1 Campaign Member

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

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. The one with the oldest Start Date will be the FTP, the one with the most recent date will be the STP.

B. 1 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).

*If your Opportunity Created Date is October 1November 16, 2023, Suggested Start Date for your Campaign Member should be between September 30November 16, 2022 AND October 1November 16, 2023 … e.g. November December 4, 2022 should work!

C. 1 MRCBO (Most Recent Campaign before Opportunity) - 1 Campaign Member with the following attributes:

Status=Donated
Start Date=GT (Opportunity CreatedDate)- 180 AND LT (Opportunity CreatedDate)

*If your Opportunity Created Date is October 1November 16, 2023, Suggested Start Date for your Campaign Member should be between April 4May 20, 2023 AND October 1November 16, 2023 … e.g. June 4, 2023 should work!

D. 1 MRCBS (Most Recent Campaign before Solicitation) - 1 Campaign Member with the following attributes:

Status=Donated
Start Date=GT (Opportunity Solicitation Stage Date)-90 AND LT (Opportunity Solicitation Stage Date)

*If your Opportunity Solicitation Stage Date is October 20November 16, 2023, Suggested Start Date for your Campaign Member should be between July 22August 19, 2023 AND October 20November 16, 2023 … e.g. August September 4, 2023 should work!

E. 1 MRCBW (Most Recent Campaign before Closed Won) - 1 Campaign Member with the following attributes:

Status=Donated
Start Date=GT (Opportunity CloseDate)-90 AND LT (Opportunity CloseDate)

*If your Opportunity Close Date is November 2016, 2023, Suggested Start Date for your Campaign Member should be between August 2219, 2023 AND November 2016, 2023 … e.g. September 4, 2023 should work!

F. 1 Even Distribution  - 1 Campaign Member

Status=Donated

Any remaining Campaign Members that did not satisfy any of the conditions above will be processed under Even Distribution.