This is an optional installation step, but is highly recommended to get the most out of Full Circle Campaign Attribution.
This supplemental package includes:
- Full Circle Campaign Attribution (Custom Report Type)
- Full Circle Campaign Attribution Dashboard for Executives
- Full Circle Marketing Optimization Dashboard
Note: this package contains two custom Opportunity formula fields to support some of the included reports.
In order to install this package you will need the Manage AppExchange Packages permission for the Salesforce instance.
STEP 1: Login to Salesforce
- Copy/Paste the Reporting Package URL for your preferred org:
STEP 2: Select Permissions and Install
- Select Install for All Users, or Install for Specific Profiles if you wish to limit accessibility to specific profiles.
- Select Install button.
The installation process will begin.
Once installation is complete, Click Done button.
STEP 3: Confirm the Package was Installed
- From Salesforce,Click Setup.
- From Quick Find, Search Packages | Click Installed Packages.
- Verify Full Circle Attribution Reports and Dashboards appears.
From Salesforce top menu, Select Dashboard. From the Find a dashboard Search field | Choose one of the installed Dashboards.
Full Circle Campaign Attribution Dashboard for Executives
Full Circle Marketing Optimization Dashboard
To learn more about the data behind the dashboard components, refer to Reporting Dashboards.