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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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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()-2557 Days [Greater Than Date From 7 Years Ago]. If Date Today is November 17, 2023, suggested Start Date would be any Date after January 20, 2017 … e.g. January 27, 2017 should work!
[Click on EDIT after you create for each campaign member to view all its fields (e.g. Responded,etc)]Stop Date: (LTE) Less Than or Equal to the Opportunity’s Closed Won Date (Close Date). In other words, Campaign Members' Stop Dates will have to be within the Opportunity period.
Apply the Scenarios listed below.
After Applying the scenarios, trigger the automation by updating the Opportunity Stage to Closed Won. Make sure that the previous Stage is not Closed Won.
Check the new Campaign Influence records that gets created by the automation to verify expected results.
Scenarios
Note: Campaign Members with Stop Dates that are within the Opportunity Period are the only ones processed to be created a Campaign Influence with.
Scenario #1: 1 FTP (First Touchpoint) - Only 1 Campaign Member
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Scenario #2: Total of 7 Campaign Members 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.
*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.
Status=Donated *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.
Status=Donated *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.
Status=Donated *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.
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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