Table of Contents
Components Added/Modified:
Label | API Name | Type | Type - Description | sObject | New/Update | Description/Change |
|---|---|---|---|---|---|---|
Opportunity After Save | USYD_OpportunityAfterSave | Flow | record-triggered flow | Opportunity | New | Opportunity Main Flow for After Save Automation |
Create Campaign Influence | USYD_CreateCampaignInfluence | Flow | auto-launched flow | Opportunity | New | The automation flow in creating Campaign Influence records |
Create Campaign Influence Schedule | USYD_CreateCampaignInfluenceSchedule | Flow | scheduled flow | Opportunity | New | Set to run Once on December 15, 2023 at 6 AM to create influence records for those previously Closed Won Opportunities. Can also be run occasionally when needed. |
Opportunity Layout | Opportunity Layout | Layout | Page Layout | Opportunity | Update | Added Related List: Campaign Influence |
Usyd - AQ Bequest 3.17 | Usyd - AQ Bequest 3%2E17 | Layout | Page Layout | Opportunity | Update | Added Related List: Campaign Influence |
Usyd - AQ Bequest 3.17 Admin | Usyd - AQ Bequest 3%2E17 Admin | Layout | Page Layout | Opportunity | Update | Added Related List: Campaign Influence |
USyd - AQ Lightning Outright Gift | USyd - AQ Lightning Outright Gift | Layout | Page Layout | Opportunity | Update | Added Related List: Campaign Influence |
USyd - AQ Lightning Outright Gift Admin | USyd - AQ Lightning Outright Gift Admin | Layout | Page Layout | Opportunity | Update | Added Related List: Campaign Influence |
USYD Campaign Influence Layout | USYD Campaign Influence Layout | Layout | Page Layout | Campaign Influence | New | New Layout of Campaign Influence |
USYD Campaign Influence Permissions | USYD_Campaign_Influence_Permissions | Permission Set | Permission Set that provides access to Campaign Influence Object | - | New | Special Permission Set for users that require seeing Campaign Influence records |
System Administrator | Admin | Profile | Profile | - | Update | Campaign Influence Layout assignment |
Read Only | Read Only | Profile | Profile | - | Update | Campaign Influence Layout assignment |
Usyd ASR User | Usyd ASR User | Profile | Profile | - | Update | Campaign Influence Layout assignment |
USyd Standard User - Prospect Development | USyd Standard User - Prospect Development | Profile | Profile | - | Update | Campaign Influence Layout assignment |
USyd Standard User | USyd Standard User | Profile | Profile | - | Update | Campaign Influence Layout assignment |
Components deployed using TAPSS-1100, but were not actually part of TAPSS-1100’s requirements:
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 |
Deployment Steps:
Enable the Campaign Influence Feature in target org.
Add a New Attribution Model in Setup.
Model Name: Usyd Attribution Model
Unique Name: Usyd_Attribution_Model
Default Model: TRUE
Locked: FALSE
Active: TRUE
Record Preferences: All Records
Use branch: TAPSS-1100-PermSetOnly-v2, to deploy the Permission Set: USYD Campaign Influence Permissions, to the target org.
In the target org, assign the Permission Set to the set deploying user: Salesforce DevOps.
Use branch: TAPSS-1100-from-rebased-master, to deploy all TAPSS-1100 components to target org.
Unit Testing Steps:
Setup
*Tester must be assigned to the Permission Set: USYD Campaign Influence Permissions, on top of any Profile listed below, to be successful in viewing/analyzing Campaign Influence records.
Profile:
System Administrator, Read Only, Usyd ASR User, USyd Standard User - Prospect Development, USyd Standard User.
If you are unable to assign the Permission Set to the target User due to the User’s license not allowing it, try updating the User’s “Permission Set License Assignments” first. Tick the checkbox for “Service User” or “CRM User” depending on the requirements/instructions by the Business. Normally “Service User” is what gets ticked.
Acronyms that you may find in the Scenarios section:
*GT = Greater Than
*LT = Less Than
Preparations:
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).
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
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. |
Expected Results
Notes:
Created Campaign Influence records will show up in the related list of the triggering Opportunity.
Because the Campaign Influence list view only show a few fields, you can click on Edit to view all the fields.
Scenario #1: Expected NEW Campaign Influence Records
Campaign Influence: |
Scenario #2: Expected NEW Campaign Influence Records
Note: Campaign Members are processed sequentially, following a waterfall approach. For instance, the categories below handle the remaining Campaign Members that were not processed by the preceding category.
Campaign Influence 1 FTP (First Touchpoint): Campaign Influence 1 STP (Second Touchpoint): |
Campaign Influence 1 MRGBO (Most Recent Gift before Opportunity): |
Campaign Influence 1 MRCBO (Most Recent Campaign before Opportunity): |
Campaign Influence 1 MRCBS (Most Recent Campaign before Solicitation): |
Campaign Influence 1 MRCBW (Most Recent Campaign before Closed Won): |
Campaign Influence 1 Even Distribution: **NumOpptyContactCampaigns is the number of remaining Opportunity Campaign Members that is left to process that did not get processed by preceding categories (e.g. Campaign Influence 1 First Touchpoint, Campaign Influence 1 STP, Campaign Influence 1 MRGBO, and so on…). |