Skip to main content
Full Circle Insights

Installing the Reporting Package

Installation Overview

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-by-Step Installation

STEP 1: Login to Salesforce 

  1. Copy/Paste the Reporting Package URL  for your preferred org:

STEP 2: Select Permissions and Install 

  1. Select Install for All Users, or Install for Specific Profiles if you wish to limit accessibility to specific profiles.
  2. Select Install button.

 

 

 

 

 

 

 

 

The installation process will begin.

 

 

 

 

 

 

 

Once installation is complete, Click Done button.

 

 

 

 

 

 

STEP 3: Confirm the Package was Installed

  1. From Salesforce,Click Setup.

 

 

  1.  From Quick Find, Search Packages | Click Installed Packages.
  • Verify Full Circle Attribution Reports and Dashboards appears.

 

 

 

 

 

Accessing Dashboards

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dashboard Components

To learn more about the data behind the dashboard components, refer to Reporting Dashboards.

 

  • Was this article helpful?