Install 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
- Copy/Paste the Reporting Package URL for your preferred org:
- Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3b000000uC2lAAE
- Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3b000000uC2lAAE
11/22/2022 UPDATE: we moved from an unmanaged 1st gen package to unlocked 2nd gen package, the old package ID was '04tF0000000Wlsw'
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.
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.