How Does the Campaign Influence Database Rebuild?
The Campaign Influence Database rebuild runs based on the schedule defined in the Update Frequency section on the main Full Circle Campaign Influence configuration page.
The influence system builds records on the Campaign Influence Detail Object based on the configured active models. A Campaign Influence Detail record represents a campaign member that influenced an opportunity. After the initial database build, each rebuild will update, delete, or create new records as follows:
- If there is a change in campaign influence point allocation or values, the rebuild will edit the record*.
- If the Campaign Member is no longer influential based on the particular model criteria - the rebuild will delete the Campaign Influence Detail record.
- If it's a new influential Campaign Member a new corresponding Campaign Influence Detail record will be inserted.
- Changing influence models may possibly have a larger impact on the rebuild than a normal scheduled rebuild of the same models.
* If the record is being updated during account model processing, data for any existing opportunity influence will be deleted at this time. That's because during account processing the system can't know if the opportunity model processing will even see the record - the model only knows what records to set, not previous ones to clear - so this is the only way to ensure that the opportunity influence data will be accurate when using both types of models
Apex Batch Jobs Used to Update the Campaign Influence Database
An influence rebuild makes use of a number of different batches that run in sequence to perform various tasks. Some of the batches will run multiple times. The following is a list of the batches that you may see running during a rebuild, what they do, and why they may run multiple times. Note that the namespace (FCRM or FCCI) is not included in the apex class name. The classes are shown in the order in which they will run.
|Apex Class||Description||Multiple Executions|
|FCI_CampaignInfluenceActBatchProcessor||Builds a list of accounts and opportunities that needs to be processed for account models. Makes a first attempt to split them up into combinations that will fit into individual executions.||No|
|FCI_CampaignInfluenceActPhase2 or FCI_CampaignInfluenceActPhase2A||Performs account model influence calculations on a set of accounts or opportunities.||Yes. If during an execution, the system detects that limits are likely to be exceeded, or if limits are actually exceeded, the requested set of accounts or opportunities for that execution are split into two and queued up for the next batch run.|
|FCI_CampaignInfluenceOpBatchProcessor||Builds a list of opportunities that needs to be processed for opportunity models. Makes a first attempt to split them up into groups that will fit into individual executions.||No|
|FCI_CampaignInfluenceOpPhase2||Performs account model influence calculations on a set of opportunities.||Yes. If during an execution, the system detects that limits are likely to be exceeded, or if limits are actually exceeded, the requested set of opportunities for that execution are split into two and queued up for the next batch run.|
|FCR_ResponseSummaryBatchProcessor||(Optional - can be disabled) Rebuilds the response summary database and rolls up data to campaigns. This batch has been deprecated for newer deployments - if you see this running in your org reach out to your customer success representative for more information on the impacts and tradeoffs of disabling this batch.||No|
|FCR_CampaignInfluenceDetailBatchProc||Deletes Campaign Influence Detail records that are no longer in use based on the latest rebuild. Runs after the account and opportunity model influence calculations complete||No|
|FCR_UtilityBatchClass||Verifies that the cm.FCR_Campaign_Repeat_Parent__c field is set on every response. Normally this field is set during regular response management processing, however you may see this run when response management is first enabled or if something odd occurred during processing. Normally this batch will not run.||No|
|FCR_CampaignInfluenceRollupProcessor||Rolls information from the influence system up to the associated campaigns. This includes the number of net new names, total responses, total responses with repeats, and qualified responses. If the response summary rebuild is enabled, this will also include influence revenue numbers.||No|