Funnel Metrics FAQs

Q: I’ve updated my Salesforce status values. Will this affect Funnel Metrics?

A: Yes! Funnel Metrics uses your status and stage values, so when you change them, you’ll need to update your Funnel Metrics configuration settings to keep things running smoothly. Here’s how.

Q: I bought a product called Funnel Metrics. Why do I keep seeing references to Response Management?

A: Funnel Metrics is available as a standalone product, and also bundled with Campaign Attribution as a product called Response Management. Response Management predates the existence of standalone Funnel Metrics, so you may find references to it in older documentation.

Q: How do I enable Funnel Metrics in a new sandbox?

A: While every customer is working with their org’s unique settings, the steps laid out here are widely applicable.

Q: I need to migrate to a new org. How will this affect my Funnel Metrics data?

A: You’ll need to address some data considerations to ensure that Funnel Metrics continues to run smoothly after your migration. This article will keep you on track.

Q: Can I reset the First or Last Touch campaign fields on my org’s opportunities?

A: Absolutely! Here’s how.

Q: Is there a way to create a campaign that automatically qualifies people?

A: There is! Just set the FCCRM Campaign Threshold field for that campaign to 100. This will enable any campaign response to hit the FCI scoring threshold and become the active response.

Q: The Inquiry to MQL velocity is always zero. What’s up with that?

A: No need to worry — there are actually three reasons why this might be happening. Read up on them here.

Q: How do I create a new response prompt campaign?

A: The process is pretty quick and painless. Just follow these steps!

Q: How can I configure Funnel Metrics scoring?

A: Funnel Metrics supports a wide variety of scoring scenarios, each of which can result in different behaviors and different consumption of CPU time. Read up on your options here!

Q: What is reactivation and when should I use it?

A: Put simply, reactivation lets you manage the tracking of your funnel as it relates to events that fall outside your normal response processing data flow. Reactivation is a nuanced topic that can be incredibly helpful in producing great, comprehensive data, so you’ll find a whole section dedicated to it on our Funnel Metrics IT Topics page. We recommend starting with the Reactivation Overview.

Q: What are some best practices for opportunity creation?

A: Funnel Metrics helps users get higher quality data from their Salesforce org, which in turn results in clearer insights for better decision-making. By restricting the ways in which opportunities are created in your org, you can further optimize your data. Here are a few of our top suggestions.

Q: Do the dates in my org’s funnel date stamps reflect the time zone I’m in?

A: Not necessarily! Funnel date stamps can be stored in Date or DateTime fields. Date fields do not store time zone information, which means if a user in Australia performs an action at 10:00am on Thursday morning that sets a funnel stage, a user in San Jose could see that record at noon on Wednesday and be startled to find that the stage appears to be set in the future. If these users’ org were storing funnel dates in DateTime fields, which do store time zone information, the date would reflect the local time zone of each user.

Q: How can I make sure Funnel Metrics is working as it should be?

A: When Funnel Metrics was installed in your org, it came with a dashboard called FCI [Your Company Name] Check Reports. Your Check Reports dashboard draws on information from nine underlying reports to keep you apprised of what’s going on in your org, and to let you know of any issues to resolve. Here’s an article to get you started.

Q: Help! I’m getting a user error when I try to access Lightning pages/components and overrides.

A: This is most likely a permission issue. Full Circle users must be granted explicit permission to access controller Apex classes. The easiest way to resolve this issue is to assign a relevant Full Circle permission set to all users/profiles who use a Full Circle product. If you’d like to add classes to your own permission set and assign it accordingly, you can find a list of relevant classes here.

Q: I’m running into some CPU limit errors. Why is this happening, and how can I fix it?

A: The most useful way to analyze CPU usage for a given transaction is to use a debug log. Here’s an articlethat dives into the causes of CPU errors, and offers a number of different solutions.

Q: I’m locked out and can’t save the record I’ve been working on, even though I’m the only one working on it. What gives?

A: To preserve data integrity, Salesforce will sometimes lock more than just the record a user is working on — it’ll lock related records, too. For example, if someone is modifying a child record, the parent record will be locked as well. You have a few options to address and minimize lock errors, and they’re all laid out here.

Q: I received an “Install Failed” email telling me my formula references more fields than are allowed. How do I address this?

A: You have a couple of different options to solve this problem and get Funnel Metrics installed successfully. This article will show you how.