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Full Circle Insights

Release Notes 1.18

Overview

This document reviews the new features in the 1.18.x release of Full Circle Response Management as well as providing detailed upgrade instructions from the 1.17.x release. Some of the updates in this release are optional but recommended.

 

In case you missed it – Full Circle CRM is now Full Circle Insights. The company name change is reflected in the installed package name.

 

Major Upgrades

  • New Configuration Options
  • Campaign Influence
  • New Response Management Asynchronous Infrastructure

 

Enhanced Functionality

  • Response prompt visibility
  • Status Configuration
  • Campaign Member Opportunity Amount updates

 

Minor updates

These highlighted in the Minor Updates section.

 

Extensibility updates

  • New extensibility available for the Response Prompt
  • Additional updates highlighted in the extensibility section

 

 

Upgrading

Information on upgrading is available at the end of this document. Contact the Full Circle team for the upgrade link or upgrade support.

Support

Full Circle Insights has launched Communities to provide our customers with a robust knowledge base, case management and access to other customers for collaboration and sharing. You can login at https://fullcircle.force.com/success/login using your Salesforce credentials, or create a unique username/login.

To receive the latest upgrade link please file a case on the community portal.

 

New Asynchronous System

Upgrade behavior: Manual upgrade with additional configuration steps. Recommended but not required.

Location: Advanced Configuration Button > Asynchronous System Settings


This release of Response Management introduces a new Async system for processing Async jobs. It features major improvements

  • Leverages the new Force.com Apex flex Queue feature
  • Better audit trails by making Async updates in the context of the user that triggered them
  • Better information on failed Async jobs by capturing failures and information about the failure
  • New check report monitoring stuck Async jobs for better system operations visibility

 

The 2015 Async system must be enabled and additional updates are required.  Detailed upgrade instructions are available in the upgrade section of this document but in brief they are:

  • Enable 2015 Async system
  • Adjust Async Profiles and Users (see the next section for these settings)
  • Add New Check Report to the check report dashboard
  • Delete Email Service

New Configuration Options

Many of the feature releases are within the configuration section which can be accessed from: Setup > Installed Packages > Configuration link by Full Circle Insights Response Management.


Asynchronous Profiles & Users

Upgrade behavior: Configuration is required post-upgrade, recommended removal of email service if configured.

Location: General Configuration Button > Asynchronous Profiles & Users section

Dependency: 2015 Async System enabled

 

This release provides a better audit trail for updates made by the application during asynchronous processes and operations that are not user specific. In the past the application would reference an email service, which is no longer required.  After upgrading, the profile and user will be set to the User that did the upgrade. You may want to adjust these settings, in particular the User setting, post upgrade. More than one profile and user can be defined.


The profiles and users defined in this section will be used for asynchronous processing for operations that are not user specific, and if necessary, to complete user specific tasks that were not completed in a timely manner. These profiles and users will be granted permission to perform Response Management operations as required. This setting only applies to the 2015 and later Async systems (see previous section). After adding a profile or user, select the Allow Asynchronous Operations checkbox and save the configuration changes. If unchecked, the profile or user will not be granted permission to perform asynchronous operations.

 

We recommend that you select a user that is not the marketing automation user in order to differentiate updates done by the application and updates done by the marketing automation system. Most processes that are asynchronous will be processed in the context of the user that initiated the operation.

 

To Update configuration:

 

  1. Click the Remove user/profile button by any users or profiles you wish to remove
  2. Select User or Profile from the drop down.  With the lookup icon find the user or profile and click Add Async User or Profile button.
  3. To save your changes, be sure to click the Save and return to main button at the top or bottom of the page.

 

Status Mapping Updates: Contact Status on Opportunity Close

Upgrade behavior: Included in upgrade – no action is required.

Location: Configuration > Status Mapping Button > Lead/Contact Default Status section

Dependency: The advanced setting Active Mode Conversion Override must be checked in order to use this feature.

 

Response Management now has the ability to allow companies to select different Contact Status values when a related opportunity is closed based on whether or not the opportunity is won or lost.

 

Previous to this release there was a single contact status choice to set when an opportunity was closed.

With this release you can define a different contact status based on whether or not the related opportunity was won or lost.

Considerations

  1. This update is not optional but does not require changes post upgrade. After upgrading, the value in the previous single setting (Contact status after Opportunity close) will propagate to both of the new selections.
  2. If you choose to use different status values, and the change requires a new Contact Status pick list values, the following must be done:
    1. Add the new Contact Status pick list value to the Contact Status pick list.
    2. Configure the new Contact Status in the ‘Status Mapping Table’ section of this configuration page.
    3. The new Contact Status value must NOT be an active status value

 

Status Mapping Updates: Inactive Status Overrides

Upgrade behavior: Included in upgrade – no action is required, but optional configuration is available.

Location: Configuration > Status Mapping Button > Conversion Overrides > Inactive Status Overrides

Dependency: The advanced setting Active Mode Conversion Override must be checked in order to use this feature. Location: Configuration > Advanced Configuration Button > Lead Conversion Handling Section

In this release you can map the contact status post lead conversion for inactive status values. Previous to this release this feature was only available for active status values. This feature allows companies to persist inactive status values rather than using the single default defined in the Contact Status when converted with no Opportunity (default) available in the Conversion Default Status section.  Available lead status values have to be configured as a converted status value on the lead status pick list:


The setting is available in the Conversion Overrides > Inactive Status Overrides sub-section

 

The ‘Overwrite on Merge’ checkbox selection will update the contact status to the one selected if the contact has a different inactive status at the time.

If ‘-- Use default --‘ is selected:

The application will reference the value configured in the setting Contact status when converted with no Opportunity (default)

On upgrade the available inactive status values will be displayed and pick list value will be ‘-- Use default --‘.

 

Configuration:

  1. Update the Contact Status after Conversion pick list and/or the Overwrite on Merge checkbox to meet your requirements.
  2. To save your changes, be sure to click the Save and return to main button at the top or bottom of the page.

 

Dependency: The advanced setting Active Mode Conversion Override must be checked in order to use this feature. Location: Configuration > Advanced Configuration Button > Lead Conversion Handling Section

Response Prompt UI Campaign Visibility Settings

Upgrade behavior: Included in upgrade – no action is required, but optional configuration is available

Location: Configuration > Response Prompts Button > Response Prompt Mappings button

This release allows companies to define visibility of the response prompt campaigns based on the campaign owner, or the running user’s Role. This feature is to allow the listing of multiple campaigns while at the same time minimizing the number available for individual users to select. This feature does not support partner or customer portal roles. On upgrade, no filters will be selected. 

Next to the response prompts populated you will now see a new pick list on a column called Filter conditions. The choices filter the visibility of the response prompt campaign for the users on the lead and contact page layouts.

 

Filter Condition

Description & Display

No Filter

Response prompt campaign will be visible to all users

Campaign Owner Only

Response prompt campaign will only be visible to the campaign owner. You can use this feature to allow sales reps to own specific campaigns that only they can select.

By User Role

Response Prompt campaign will only be visible to users with the user Role defined.

By User Role & Subordinates

Response Prompt campaign will only be visible to users with the user Role defined, or any user roles beneath the role defined in the organizations’ Role hierarchy.

 

Considerations

  1. After adding filter conditions be sure to click the Response Prompt campaign will only be visible to users with the user Role defined. Click the Save and Return to main button to save your changes.
  2. For organizations that want to display the same campaign to different roles that are not in the same role hierarchy, it is possible to list the same campaign more than once as long as the Prompt is Unique. See example below:


Response Deletion Settings

Upgrade behavior: Included in upgrade – no action is required, but optional configuration is available

Location: Configuration > Advanced Configuration Button > top Advanced Response Configuration section

The following settings were created to help ensure opportunity attribution by preventing the deletion of responses or campaigns related to opportunities


Block Originating Response Deletion

When checked, this option prevents deletion of Campaign Member records that are the originating response on an opportunity. This is the campaign member that will have the lookup relationship to the opportunity and is referenced on the opportunity with the opportunity Response Id field.

 

Block Deletion of Campaigns with Originating Responses

When checked, this option prevents deletion of Campaign records when any of their associated Campaign Member records are the originating response on an opportunity. This option only takes effect if the Block Originating Response Deletion option is also selected.

Opportunity First/Last Touch Delay Setting

Upgrade behavior: Included in upgrade – no action is required, Default setting will be 4.

Location: Configuration > Advanced Configuration Button > Other Configuration Section

Dependency: 2015 Async System or later must be enabled

 

Normally the opportunity first and last touch fields are set in a future context. This global setting allows you to specify the number of minutes to wait before these fields are set. Use this setting when you know your users immediately edit newly created opportunities and set this value to the time they would need to complete typical edits so that they don’t get a locked record error when they save their changes. This setting will prevent code update conflicts.


Campaign Influence Updates

The following updates apply to campaign influence calculations whether or not you upgrade to the new campaign influence infrastructure

Campaign Influence Detail Object New & Adjusted Fields

Upgrade behavior: Included in upgrade – no action is required, but it is recommended that you do the following:

  • Add the fields to the Campaign Influence Detail page layout
  • Add the fields to the custom Campaign Influence Detail w/Related Objects (CRT) custom report type (note, your organization may have a different custom report type name)

Location: Create > Object > Campaign Influence Detail

 

New Field Name: Lead

API Name: FCRM__Lead__c

Field Type: Lead Lookup (reference)

Description: For companies calculating influence on related leads, this is a Lookup field (reference) to the related lead referenced in the influence calculations.

 

NOTE: This field is only populated when the new Campaign Influence infrastructure is enabled.

 

New Field Name: Tipping Point Response

API Name: FCRM__Tipping_Point_Response__c

Field Type: Formula (Checkbox)

Description: True if the Response Id matches the Response Id on the related opportunity. This record should match to the Primary Campaign unless manually changed. If true, this indicates that this response is the tipping point response on the opportunity and was the active response at the time the opportunity was generated.

 

New Field Name: Days Before Opportunity Create

API Name: FCRM__Days_Before_Opportunity_Create__c

Field Type: Formula (Number)

Description: Evaluates to number of days before opportunity create date based on response date. Same day is 0, after opportunity create is blank.

 

Modified Field Name: Next Opportunity Stage

API Name: FCRM__Next_Opportunity_Stage__c

Field Type: Text (40)

Description: For responses created pre-opportunity, this field will now be set to the Opportunity Stage on create if there is stage history

 

Modified Field Name: Opportunity Stage Progression Date

API Name: FCRM__Opportunity_Stage_Progression_Date__c

Field Type: Date/Time

Description: For responses created pre-opportunity, this field will now be set to the Opportunity Create Date.

Account Skew Management

Upgrade behavior: Included in upgrade – no action is required

Location: N/A

 

Campaign Influence calculations have been enhanced to better handle Account Skews. These are accounts with large amounts of Contacts, Opportunities or Campaign Members that prevent handling of a single opportunity influence calculation within a single batch. In these cases, the opportunity influence calculation will be skipped.

Support for Negative Opportunity Amounts

Upgrade behavior: Included in upgrade – no action is required

Location: N/A

 

For companies that want to calculate influence on negative $ amounts (such as churn opportunities) this release will attribute negative revenue numbers during the calculations.

NOTE: In order for a negative $ amount to calculate, the model setting ‘Capture Zero Amount Attribution Details’ must be checked.

Campaign Influence New Infrastructure Updates

Upgrade behavior: Activation and additional steps are required

Location:

  • Setup > Configuration > Advanced Settings Button
  • Setup > Configuration > Campaign Attribution Button
  • Full Circle Campaign Influence Tab

 

Response Management 1.18.x introduces a new campaign influence infrastructure. This infrastructure provides new influence models offering additional features as well as new global filters.

Upgrade Considerations

We recommend that all customers upgrade but there may be specific reasons why you may not choose to upgrade.

 

Specifically, this upgrade restricts updates of influence metrics to the Campaign Influence Detail Object. This means that the Campaign Member and Campaign Influence fields will no longer be populated during a campaign influence build. We made this choice because the reporting from those objects was very limited and reporting from the Campaign Influence Detail Object is more robust and flexible. Removing updates to the Campaign Member and Campaign Object reduced update conflicts and allowed enhanced functionality.

 

For customers using the unmanaged Stand-Alone Account Influence Model – you will now be able to uninstall that model and use the built-in model. This will remove the requirement to fix the test code failures that can come up when introducing new validation rules in the organization.

 

This release also pulls the configuration of influence models and influence model settings into a custom Tab rather than in the main application configuration. This change allows you to assign tab visibility permission sets to marketers so that configuring influence models no longer requires a system administrator.

Do not upgrade If:

If you are using a custom influence model that you have built and want to continue using it – it will need to be reworked to fit into the new influence infrastructure. Make these updates before upgrading to the new influence infrastructure. The SDK is available here: https://fullcirclecrm.box.com/s/i90p8twnc2o756gfim4nlxobisd8mo32.

 

If you rely on the Campaign Member Object influence metrics in a way that cannot be replaced by using the Campaign Influence Detail Object, do not upgrade at this time. Contact the Full Circle team with your use-case.

Full Circle Campaign Influence Tab

This release has a new tab called Full Circle Campaign Influence. Access to this tab allows users to setup and configure influence models. This feature was released to enable marketers to manage campaign influence settings without requiring administrative access to manage applications.  

 

We recommend that you hide access to this tab for all users except the System Administrator profile and to enable access to the tab with a Permission Set.

Hiding Campaign Tab from profiles

Profiles can be edited from Setup > Manage Users > Profiles. There are two profile interfaces, and hiding tab visibility differs based on the Profile.

 

Enhanced Profile view

In the enhanced profile view, click on each Profile and Select Apps > Object Settings.

Click on the Full Circle Campaign Influence link.


Click the Edit button

Change the Tab setting to Tab Hidden and save

Standard Profile View

In the Standard Profile view click on the profile

Click Edit            

In the Tab Settings section by Full Circle Campaign Influence update the value to Tab Hidden and save.

Scheduling Campaign Influence

In the new interface you can schedule when campaign influence should run and then click the Save button. We recommend scheduling the database refresh at times when users are least likely to be consuming the Campaign Influence reports.


     

You can also run the influence model on demand by clicking the Refresh Campaign Influence Data Now. Keep in mind that the influence rebuild takes longer the larger the database.

 

Adding Influence Models

There are new ways to add influence models now. In the Configure Models > Add Configuration section, select the model and click the New Configuration button. After saving the model set the Status to Model 1, Model 2 or Model 3.

New Opportunity Filters

From the Full Circle Campaign Influence tab click on the Campaign Influence Advanced Configuration button.

 

The Setting Only consider opportunities influential from this date on, allows you to reduce the number of opportunities processed by the application in order to speed up the campaign influence database rebuild process and exclude old data you are no longer evaluating. The date range is the opportunity created date.


The setting Consider above opportunities based on close date will treat the date selected as the close date for the filter.

                   

Display Deal Explorer Model Details setting

From the Full Circle Campaign Influence tab click on the Campaign Influence Advanced Configuration button.

 

This setting, when selected, will display the details of how the points and revenue were attributed during the campaign influence calculation.

 

The details will be displayed on the Deal Explorer when viewing the Campaign Influence Tab.

 

Deal Explorer Updates

The Deal Explorer now supports the display of the Model Details when selected in the advanced settings section

 

Support for Exclude from Influence fields

The Campaign Influence model now supports the ability to point at a checkbox field or checkbox formula field as criteria to exclude any of the following from campaign influence calculations.

 

  • Campaign
  • Opportunity
  • Account

 

On the objects you want to enable this functionality create the checkbox fields and then select them when configuring the influence model.


Minor Updates

Deferred Update Item Field Updates

Upgrade behavior: Included in upgrade – optional updates.

Location: Deferred Update Item Object

 

This custom object is used to create records that capture information on data updates that failed. In most cases the application reprocesses the information and then deletes the record. In some cases the reprocessing fails. For this reason there is a report in your Check Reports dashboard that indicates whether or not there are any Deferred Update Item records. These should always be reviewed and steps taken to resolve the conflicts.

IsDeferredCreate Enhancements

In some cases a record insertion fails. For these cases the checkbox field IsDeferredCreate is checked. When the failed insertion is a Campaign member we populate the Campaign lookup field. This release captures additional information on these failures by populating the Lead or Contact Id the insertion failed on. This allows organizations to re-insert the lead or contact to the campaign.

 

You can optionally add this field to the Deferred Update Item page layout.

New field: View Response

A new formula field has been added to the Deferred Update Item object called View Response, This is a formula filed that will provide a link to the campaign member.

 

You can optionally add this field to the Deferred Update Item page layout.

New Field: Object Name

This field will display the name of the object that was to be updated, for example ‘Lead’.

 

You can optionally add this field to the Deferred Update Item page layout.

Deal Explorer Currency Display

Upgrade behavior: Included in upgrade – no action is required.

Location: Deal Explorer Visualforce page

 

This release aligns the currency display on the Deal Explorer with that displayed on the Opportunity Page, for organizations that have enabled advanced currency management.  Prior to this release currency display on the Deal Explorer was based on the OutputField, which did not use dated conversions and referenced the standard rate.

Campaign Member Opportunity Amount Field Immediate Updates

Upgrade behavior: Included in upgrade – no action is required.

Location: Campaign Member

 

Prior to this release the field Opportunity Amount (FCRM__FCR_Opportunity_Amount__c) was refreshed when the campaign influence calculations were run. With this release the Opportunity Amount field is updated when the related opportunity amount field changes.

Campaign Member New Audit Field: Non-Response Audit

Upgrade behavior: Included in upgrade – no action is required, but you can optionally add this field to the Campaign Member Analytics page layout in the Administration section.

Location: Campaign Member

 

A new Date/Time field has been added to the Campaign Member called Non-Response Audit (FCRM__FCR_Non_Response_Audit__c). This Date/Time field is set to track the most recent time a Response was updated to a member status not configured as a response on the campaign.

Campaign Member New Field: Opportunity Response Error

Upgrade behavior: Included in upgrade – no action is required, but you can optionally add this field to the Campaign Member Analytics page layout in the Administrative section.

Location: Campaign Member

 

There are instances where due to a bad update or some other error-- a campaign member is updated to active opportunity with the Opportunity Name lookup field but the opportunity update is not completed and the opportunity does not reference the campaign member in the Response Id field.

 

This field would compare the response id of the campaign member record to the response ID field on the opportunity, and evaluate to true if there is a match and false if there is not.  This allows easy visibility on this data integrity issue.

 

Campaign Member New Field: Original Campaign

Upgrade behavior: Included in upgrade – no action is required, but you can optionally add this field to the Campaign Member Analytics page layout in the Administrative section.

Location: Campaign Member

 

When campaign members associated to opportunities are destroyed due to a merge operation, the system attempts to re-insert the member into the original campaign. When this is not possible, the application will insert the member into the Full Circle System Response Recovery Campaign.

 

This field is populated when members are added to the Full Circle System Response Recovery Campaign in order to provide information on the Campaign that the member originally belonged to in order to enable manual fixes if the Campaign is still available.

New Check Report: Opportunity Response Errors

Upgrade behavior: Included in upgrade – no action is required, however, it is recommended that you add it as a metric component in the Full Circle Check Reports Dashboard.

Location: Full Circle CRM Check Reports Folder

 

This report shows records where the Opportunity Response Error field is true. This indicates a mismatch between the campaign member referencing an opportunity and the opportunity reference to the campaign member.

New Check Report: Stalled Async Requests

Upgrade behavior: Included in upgrade. In order to use this report the following is required:

Reporting must be enabled on the Async Request Object.

It is recommended that you add it as a metric component in the Full Circle Check Reports Dashboard.

Location: Full Circle CRM Check Reports Folder

1. Go to your Full Circle Check Report Dashboard

Click Edit

 

2. Select the Metric Component and drag it to the bottom of the right column

 

3. Click on the Data Sources Tab and in the Quick Find window, enter ‘Opportunity Response Errors’ – this will list the new report. Drag the report into the component

 

4. Type in the description in the component.

 

5. Repeat steps 2-4 for the Stalled Async Requests Report. Type ‘Stalled Async Requests’ in the Quick filter window.


Click the dashboard Save button.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The application leverages this object to manage Async Requests. Because we have seen other processes in complex Salesforce organizations impact ALL Async requests we have chosen to expose this issue with a check report in order for organizations to have early detection for any problems related to unprocessed Async Requests.

 

This report will also expose errors in our ability to process specific Async requests.

 

Enabling reporting on the Full Circle Async Request Object

From Setup > Create > Objects

Click on the Edit button by the object Async Request


In Optional Features check the Allow Reports checkbox and save

Other Minor Updates

  • Addressed contact merge issue when running in active mode where a contact with an inactive status could not be merged into a contact with an opportunity active response.
  • Fixed edge condition where a contact with an active response and opportunity active response, in the case of the active response deletion the contact status would not return to the Active Opportunity status.
  • Fixed bug where last touch was incorrectly set in cases where the last touch may be blank if there is no response before the opportunity create date, in these cases First touch may have been set based on a campaign member response generated after the opportunity create date.
  • Enhanced ability to ignore defective member records.
  • Google Graphic Upgrades. Upgraded support for the new Google Graphics as the ones being used were retired.

Extensibility Model Updates

Extensibility Resources

Full Circle Response Management Extensibility Documentation

https://fullcirclecrm.box.com/s/9tlr10w8zyds5e7incr6

 

Global Response Selector Extensibility Model

https://fullcirclecrm.box.com/s/ndf4dkuyb3h3i53yhxi7iif1uq93baks

 

Campaign Influence Model SDK

New Campaign Influence Infrastructure

https://fullcirclecrm.box.com/s/i90p8twnc2o756gfim4nlxobisd8mo32

Other Extensibility Modifications

FCR_ExtensibilityAPI.ConversionHookItem

This is a new object introduced in this release.  The Leads.Converted API has a new property called getAdditionalParams, which returns List<FCR_ExtensibilityAPI.ConversionHookItem>.  There is one item in the list for each converted Lead. 

 

The object is composed of the following fields:

  • ContactID - The converted contact ID
  • LeadID - The lead ID
  • OpportunityID - The opportunity ID (may be null)
  • ConvertedLeadStatus - The conversion status of the lead (status after conversion)
  • PriorLeadStatus - The status of the lead prior to conversion
  • LeadIsPassive - Boolean value is true if this lead was passive at the time of conversion (converted by passive user, passive mode org, or passive record type)

 

Global Response Selector Component

The Global Response Selector component is an enhanced version of the Response Management Response Selector component.  See the Global Response Selector SDK for more details.

https://fullcirclecrm.box.com/s/ndf4dkuyb3h3i53yhxi7iif1uq93baks

 

Upgrading to 1.18.x

In the release notes there was information on how to upgrade specific items. Once you’ve made the decision on what you want to upgrade please review steps below:

Request Upgrade Link from the Full Circle Customer Portal

If you want to manage this upgrade directly please file a case in the Full Circle community portal. You can login at https://fullcircle.force.com/success/login using your Salesforce credentials, or create a unique username/login.

 

It is best practice to first upgrade your sandbox, and then repeat in production.

To upgrade into a sandbox change the provided link from https://login.salesforce.com/…. to https://test.salesforce.com/….

 

Upgrade Window User Permissions

Most companies install the application with permission for all users, or select user permissions based on previous permissions granted (keep in mind any new profiles you have created since then). Your response management launch document (a Google doc) will indicate any profiles you chose to exclude during the initial installation. If you do not have the location of this launch document contact the Full Circle team by filing a case in the customer portal https://fullcircle.force.com/success/login. You can login with your Salesforce credentials to access the community content and manage cases.


This upgrade typically takes time. You will receive notification when completed.

Hide the Campaign Influence Tab from All Profiles

The Campaign Influence tab should be hidden from all profiles except the system administrator profiles. A permission set (in the next step) should be created to grant access to this tab. Because this tab enables changes in the Campaign Influence configuration we strongly recommend this change.

 

Unfortunately this is a very manual task. One way to speed this if you are using the new profile user interface is to temporarily change the settings back to the old profile view for this update. Switch back when you are done. Keep in mind that if you have users using standard profiles you will need the new interface to hide tab visibility. To do this click on Customize > User Interface, and uncheck Enable Enhanced Profile User Interface


Adjusting tab visibility for custom tabs is only possible for custom profiles in the old user interface - if you are using any standard profiles you’ll need to use the new user interface for those standard profiles.

 

Users > Profiles

For all custom profiles to which the application was installed,

Make tab visibility hidden for the Full Circle Campaign Influence Tab

 

Old Profile View:

Users > Profiles

Click Edit on the profile

Navigate to Tab Visibility Section

Set the tab visibility to Hidden

New Profile View:

From the profile go to Object Settings

Find the Full Circle Campaign Influence tab listed

  • Click on the link

  • Click Edit

  • Update the tab setting to Hidden

  • Save

HINT: You can copy the end of the URLs for the tab from the /e onwards and past it to each profile to shortcut to the edit for that profile’s tab- replace the end of the url after the profile id. This can speed up edits.

 

NOTE: You may encounter saving permissions - profiles that require additional updates to make any changes. These profiles have not been updated to reflect salesforce feature updates and should be reviewed and adjusted.

Create Campaign Influence Tab Permission Set

Create a permission set Called Full Circle Campaign Influence.

Add the Full Circle Campaign Influence Tab to the permission set

Set Available and Visible to True

Save.

You can assign this permission set to users later when you role out the new campaign influence infrastructure.

Application Configuration Update Highlights

In the new features section of this document we reviewed the new features and steps to deploy. Below is a table with new features you can enable and references to steps available in the first part of this document.

 

 

Description

High-Level Steps

Recommended

Enable 2015 Async System

  1. Advanced Settings > Enable 2015 Async System
  2. General Configuration Button > Asynchronous Profiles & Users section. Adjust user
  3. Enable Reporting on the custom object Async Requests
  4. Add Stalled Async Requests report to the check report dashboard
  5. Delete the Full Circle email service (Instructions farther down in this document)

Recommended

Campaign Member page layout adjustments

Setup > Customize > Campaign > Campaign Member > Page Layouts

Add the following fields to the page layout in the administrative section and save:

  • Opportunity Response Error
  • Original Campaign

 

If you deploy the new Campaign influence infrastructure there are additional fields to remove. See details in the detailed upgrade steps in the next section.

 

Recommended

Campaign Influence Detail page layout adjustments

Setup > Create > Objects > Campaign Influence Detail > Page Layout

 

Add the following fields to the page layout and save:

  • Lead
  • Tipping Point Campaign
  • Days Before Opportunity Create

 

Recommended

Custom Report Type Adjustments

Setup > Create > Report Types. Find the custom report type for Campaign influence. It’s likely to be called something like ‘Campaign Influence Detail w/Related Objects (CRT).

 

Add the following fields to the custom report type:

  • Lead
  • Tipping Point Campaign
  • Days Before Opportunity Create

 

Recommended

Deferred Update Item Page Layout Adjustments

Setup > Create > Objects > Deferred Update Item > Page Layout

 

Add the following fields to the page layout and save:

  • View Response
  • Object Name

 

Recommended

Update Full Circle Check Report Dashboard

See detailed instructions under the release notes section for minor updates – new check report listings

Optional

Enable New Full Circle Campaign Influence Infrastructure

See detailed upgrade instructions for campaign influence below

 

Optional

Block Response Deletion

See description on how to enable these settings in the release notes part of this document

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2015 Async System Upgrade – Delete Email Service

The Full Circle email service was used by the previous Async system so is no longer needed once you’ve upgraded to the 2015 Async System. Below are the steps for how to delete this service.

 

Setup> Build > Develop > Email Services


The email service name may vary but it will be something like this:

  • Click on the email service name link
  • Click the Deactivate button
  • Click View by the Email address

  • Click Delete button
  • You will then have the Delete button visible from the Email service
  • Click the Delete button

Full Circle Campaign Influence Infrastructure Upgrade Details

Please be sure to review the release notes in the release notes section of this document and determine if now is the time to upgrade. This section will go over detailed steps to upgrade to the new infrastructure.

Copy Existing Model Configuration for Upgrades

Before you upgrade to the new system you will want to copy the current campaign influence models you are running in order to be able to map the settings to the new model.

 

If you are using the unmanaged Full Circle Account Model you will want to delete this model when the upgrade is complete. Details on how to copy the settings and translate them to the new influence model are available here: https://fullcirclecrm.box.com/s/2p2wixlhl2q0f9psnfichvbi3xru84aw.  Please review this document before proceeding.

 

You can see if you are using this model by going to Setup > Installed Packages > you will see the Full Circle Account Model listed.

Existing models can be found by going to Setup > Installed Packages > click the Configure link by Full Circle CRM Response Management


Click on the Campaign Attribution button

Midway in the page you will see listed models – Click on the configure link to the left of each one that has an X by it. The X indicates It’s an active model currently being used. You don’t have to copy inactive models.                                                                                                                                                

Screenshot or copy all of the settings.

 

Copy Advanced Campaign Configuration Settings

Make a note of the following. You’ll want to reset these values after enabling the new influence infrastructure.

Upgrade to the new Campaign Influence Infrastructure

  • Setup > Installed Packages > Configure by Full Circle Insights Response Management > Advanced Configuration Button

 

Check the Enable New Campaign Attribution System and then click the Save and return to main button

Click the Save and return to main button.

        

Configure Model refresh timing and advanced settings

Click back into the Campaign Attribution Tab, or click on the Campaign Influence Tab.

 

Select the Campaign Influence Update Times. Select a time when users are unlikely to be reporting on the data. Keep in mind that it may take several hours for the database to refresh.


Click the Save button.

 

Click on the Advanced Configuration button

If the values you had saved are not preserved in the fields below – update them to match the prior configuration and click the Save and Return button.


Create Exclude from Influence fields

The new campaign infrastructure supports exclusion of Contacts, Campaigns and Opportunities by allowing you to define a checkbox field (checkbox or checkbox formula field) as the criteria to exclude a record from campaign influence calculations. If you are not currently using a model that supports those fields – you may want to create the now for whichever objects your organization may want to use.

Remember to add them to the object’s page layouts.

Configure Campaign Influence Models

There are new ways to add influence models now. In the Configure Models > Add Configuration section, select the model and click the New Configuration button. After saving the model set the Status to Model 1, Model 2 or Model 3.

Click the Save button.

Assign the permission set

For Non-System Administrator users that should be able to update Campaign Influence model configuration – assign the Full Circle Campaign Influence Tab permission set that you created at the beginning of the upgrade process.

 

  • From the Permission Set
  • Click Manage Assignments button
  • Click Add Assignments
  • Select the checkbox by the users you want to assign the permission set to and click assign

Account Influence Model Users

For those using the account influence model – copy over the account influence model settings and uninstall the Account influence model. Reference is here: https://fullcirclecrm.box.com/s/2p2wixlhl2q0f9psnfichvbi3xru84aw

Run Campaign Influence

At this point you can manually click the Campaign Influence Database refresh. This is optional; you can also wait for the scheduled time for it to run.

Update the Campaign Member and Campaign Page Layouts

The new campaign influence infrastructure no longer aggregates influence metrics up to the campaign or campaign member objects. The following fields should be removed form the page layouts that are in use.

Campaign Member Fields to Remove from Campaign Member Page Layouts

 

Label

API Name

Closed Op Revenue Model1

FCRM__FCR_ClosedOpRevenueModel1__c

Closed Op Revenue Model2

FCRM__FCR_ClosedOpRevenueModel2__c

Closed Op Revenue Model3

FCRM__FCR_ClosedOpRevenueModel3__c

Lost Op Revenue Model1

FCRM__FCR_LostOpRevenueModel1__c

Lost Op Revenue Model2

FCRM__FCR_LostOpRevenueModel2__c

Lost Op Revenue Model3

FCRM__FCR_LostOpRevenueModel3__c

Open Op Revenue Model1

FCRM__FCR_OpenOpRevenueModel1__c

Open Op Revenue Model2

FCRM__FCR_OpenOpRevenueModel2__c

Open Op Revenue Model3

FCRM__FCR_OpenOpRevenueModel3__c

Total Op Revenue Model1

FCRM__FCR_TotalOpRevenueModel1__c

Total Op Revenue Model2

FCRM__FCR_TotalOpRevenueModel2__c

Total Op Revenue Model3

FCRM__FCR_TotalOpRevenueModel3__c

 

Campaign Fields to Remove from Campaign Page Layouts

 

Label

API Name

Influence Lost

FCRM__FCR_LostOpRevenueModel1__c

Influence Lost (model 2)

FCRM__FCR_LostOpRevenueModel2__c

Influence Lost (model 3)

FCRM__FCR_LostOpRevenueModel3__c

Influence Pipeline

FCRM__FCR_OpenOpRevenueModel1__c

Influence Pipeline (model 2)

FCRM__FCR_OpenOpRevenueModel2__c

Influence Pipeline (model 3)

FCRM__FCR_OpenOpRevenueModel3__c

Influence Revenue

FCRM__FCR_ClosedOpRevenueModel1__c

Influence Revenue (model 2)

FCRM__FCR_ClosedOpRevenueModel2__c

Influence Revenue (model 3)

FCRM__FCR_ClosedOpRevenueModel3__c

Total Influence

FCRM__FCR_TotalOpRevenueModel1__c

Total Influence (model 2)

FCRM__FCR_TotalOpRevenueModel2__c

Total Influence (model 3)

FCRM__FCR_TotalOpRevenueModel3__c

 

 

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