TAPSS-1100 AVE-405 /AVE-399 - Customisable Campaign Influence (Deployment ticket)

Table of Contents

Components Added/Modified:

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
Opportunity After Save	USYD_OpportunityAfterSave	Flow	record-triggered flow	Opportunity	New	Opportunity Main Flow for After Save
Create Campaign Influence	USYD_CreateCampaignInfluence	Flow	auto-launched flow	Opportunity	New
Create Opportunity Contact Role	USYD_CreateOpportunityContactRole	Flow	auto-launched flow	Opportunity	New
Update Source Gift Account	USYD_UpdateSourceGiftAccount	Flow	auto-launched flow	Opportunity	New
Opportunity Layout				Opportunity	Update	Added Related List: Campaign Influence
Test - CCI Feature				Opportunity	Update	Added Related List: Campaign Influence
Usyd - AQ Bequest 3.17				Opportunity	Update	Added Related List: Campaign Influence
Usyd - AQ Bequest 3.17 Admin				Opportunity	Update	Added Related List: Campaign Influence
USyd - AQ Lightning Outright Gift				Opportunity	Update	Added Related List: Campaign Influence
USyd - AQ Lightning Outright Gift Admin				Opportunity	Update	Added Related List: Campaign Influence
Campaign Influence Layout				Campaign Influence	New
Campaign Influence Permissions	Campaign_Influence_Permissions	Permission Set	Permission Set that provides access to Campaign Influence Object	-	New

Unit Testing Steps:

Setup

*Tester must be assigned with the Permission Set: Campaign Influence Permissions

Create a Test Opportunity
1. Record Type: Gifts in Will (API:Gifts_in_Will) OR Gift/Pledge (API:OutrightGift)
2. Has Related Contact Roles
  1. The Contact is assigned to Campaigns.
    How to add a Contact to Campaigns:
    1. Contact>Engagement>Campaigns>Campaign History: Click on Add to Campaign>Select a Campaign>Set Values for a New Campaign Member record:
      1. Responded: TRUE (Ticked) - change Status to Donated to set Responded to TRUE.
      2. Start Date: GT Today()-2492 Days.
        [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.
Check the new Campaign Influence records that created by the automation to verify expected results.

Scenarios

Scenario #1: 1 FTP - Only 1 Campaign Member

1 campaign member that satisfies all the configurations mentioned above.

Scenario #2: Total of 7 Campaign Members
A. 1 FTP, 1 STP - 2 Campaign Members that satisfies all the configurations mentioned above.
B. 1 MRGBO - 1 Campaign Member with the following attributes:
Status=Donated
Start Date=GT {!opportunity.CreatedDate}-366 AND LT opportunity.CreatedDate
C. 1 MRCBO - 1 Campaign Member with the following attributes:
Start Date=GT {!opportunity.CreatedDate}- 180 AND LT opportunity.CreatedDate
D. 1 MRCBS - 1 Campaign Member with the following attributes:
Start Date=GT {!opportunity.Solicitation_Stage_Date__c}-90 AND LT {!opportunity.Solicitation_Stage_Date__c}
E. 1 MRCBW - 1 Campaign Member with the following attributes:
Start Date=GT {!opportunity.CloseDate}-90 AND LT {!opportunity.CloseDate}
F. 1 Even Distribution - 1 Campaign Member

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:
Campaign ID=Campaign ID of Campaign Member in Scenario #1
Contact ID=Contact ID of Campaign Member in Scenario #1
Influence=20
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Scenario #2: Expected NEW Campaign Influence Records

Campaign Influence 1 FTP:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2 with the earliest Start Date
Contact ID=Contact ID of a Campaign Member in Scenario #2 with the earliest Start Date
Influence=20
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 STP:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2 with the second earliest Start Date
Contact ID=Contact ID of a Campaign Member in Scenario #2 with the second earliest Start Date
Influence=14
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 MRGBO:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2.B
Contact ID=Contact ID of a Campaign Member in Scenario #2.B
Influence=14
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 MRCBO:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2.C
Contact ID=Contact ID of a Campaign Member in Scenario #2.C
Influence=14
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 MRCBS:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2.D
Contact ID=Contact ID of a Campaign Member in Scenario #2.D
Influence=IF({!opportunity.RecordType.DeveloperName} = 'Gifts_in_Will',7, 14)
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 MRCBW:
Campaign ID=Campaign ID of a Campaign Member in Scenario #2.E
Contact ID=Contact ID of a Campaign Member in Scenario #2.E
Influence=IF({!opportunity.RecordType.DeveloperName} = 'Gifts_in_Will',7, 14)
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity

Campaign Influence 1 Even Distribution:
Campaign ID=Campaign ID of remaining/last Campaign Member in Scenario #2
Contact ID=Contact ID of remaining/last Campaign Member in Scenario #2
Influence=IF({!opportunity.RecordType.DeveloperName} = 'Gifts_in_Will',(24/{!NumOpptyContactCampaigns}),(10/{!NumOpptyContactCampaigns}))
Model Id=DeveloperName is Usyd_Attribution_Model, ID may vary by ORG
Opportunity Id=ID of Triggering Opportunity