Exclude Accounts from Attribution

Feature

When using Account Models, some Accounts have too many records for attribution and cause a skew error. For more information on account skew, see this article.

When this happens, it is best practices to remove any accounts causing skew from attribution. This will increase efficiency when attribution is being calculated.

How to remove accounts from attribution

When FCI was deployed, an "Exclude from Campaign Influence" or "Exclude from Campaign Attribution" field was added to the Opportunity. This is a formula checkbox field. If you select this field in your models in the "Field Based Exclusions" section of your model, any Opportunity with this field checked will be excluded from attribution.

To remove any large accounts from attribution, add the following logic to the formula, with the Account ID's of your large accounts:

OR (CFCR_Exclude_From_CI_Checkbox__c= TRUE,
AccountId = "xxxx",
AccountId = "xxxx",
AccountId = "xxxx")