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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 SembranoSalesforce DevOps.

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

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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 earliest Start Date will be the FTP, the one with the second earliest date will be the STP.

If Date Today is November 17, 2023, suggested Campaign Member Start Date for FTP would be any Date after January 20, 2017 … e.g. January 27, 2017 should work! For STP, January 28, 2017 should work!

Note: Campaign Members are processed sequentially, following a waterfall approach. For instance, the categories below will handle the remaining Campaign Members that were not processed by the preceding category. Then, the next category will only process what’s left in the waterfall (list of remaining Campaign Members), and so on.


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 November 17, 2023, Suggested Start Date for your Campaign Member should be between November 17, 2022 AND November 17, 2023 … e.g. November 16, 2023 should work!

Note: MRGBO only processes the Campaign Member with the most recent Start Date that is left from the waterfall.


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 November 17, 2023, Suggested Start Date for your Campaign Member should be between May 21, 2023 AND November 17, 2023 … e.g. November 15, 2023 should work!

Note: MRCBO only processes the Campaign Member with the most recent Start Date that is left from the waterfall.


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 November 17, 2023, Suggested Start Date for your Campaign Member should be between August 20, 2023 AND November 17, 2023 … e.g. November 14, 2023 should work!

Note: MRCBS only processes the Campaign Member with the most recent Start Date that is left from the waterfall.


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 17, 2023, Suggested Start Date for your Campaign Member should be between August 20, 2023 AND November 17, 2023 … e.g. November 13, 2023 should work!

Note: MRCBW only processes the Campaign Member with the most recent Start Date that is left from the waterfall.


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.

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