|Manual Update||The release will be available on the AppExchange to allow you to manually update your org(s)||09/29/2016|
|Sandbox Update||All Campaign Attribution installs in Sandboxes will receive the update automatically||MM/DD/YYYY|
|Production Update||All Campaign Attribution installs in production orgs will receive the update automatically||MM/DD/YYYY|
Release at a Glance
|Item||Type||Automatically visible to all users||Not automatically visible, requires some setup||Contact Support to enable|
|Campaign Influence Timeframe||Improvement||X|
A new Influence Time Frame pick list has been introduced to Campaign Attribution Default Account and Opportunity Based models that allow you to select Before only or During only the open and closed date of an opportunity. Previous to this release, influence timeframes always considered campaigns influential during the time the opportunity was open, and once closed, until the opportunity closed date.
Access the pick list from Campaign Attribution Main Configuration page | Configure Models section | Edit Model Name | Select Influence Time Frame pick list value.
Before and During Opportunity (set as default timeframe and represents the same value that was available before this release)
- This value indicates campaigns are influential prior to opportunity create, for the duration that the opportunity is open, and if closed, until the opportunity closed date.
Before Opportunity Only
- This value will only consider campaigns influential where the response date is prior to the opportunity created date.
During Opportunity Only
- This value will only consider campaigns influential where the response date is after to the opportunity created date, for the duration that the opportunity is open, and if closed, until the opportunity closed date.
Who does it benefit?
Analysts and Marketers that want to run influence models with these timeframe choices.
What problem does this improvement solve?
Calculating influence before opportunity only was not possible prior to this release. Some marketing organizations want to run influence as a Demand Gen model and this choice allows the distribution of revenue to be applied to this particular sub-set of responses.
Changing timeframes for an existing model will change the output. When the influence model runs, the whole database is rebuilt. Users will need to wait for the influence database to rebuild to see configuration changes.
This improvement does not require enablement. The default setting on upgrade will be Before and During Opportunity which is consistent with the prior model default behavior.