Joel Mayer
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3 - Matchmaker Implementation Considerations
Plan Your Implementation As you consider implementing Matchmaker, please review this list of pointers that will help ensure a successful trial and deployment. Test in a Sandbox As with all new feat...
FAQ: Disabling the Application
Can I disable the application without uninstalling Out of the box the application is enabled, but the settings are configured such that it should not change the default salesforce behavior, which...
3 - Digital Cost Dashboard
OverviewThis dashboard keeps you in the loop when it comes to your company's digital advertising and non-digital marketing spend. Using data from the Digital Source Tracker, it analyzes cost from m...
3 - How It Works
What is a Digital Touch? A digital touch is a page view by a visitor to your site that originated from a digital channel. With some media, like email, you have a good idea who that visitor is, sinc...
3 - Plan Your Implementation
Considerations & Preparation To ensure a smooth configuration of the Daily Aggregate Database, make sure to prepare the following: (A) Confirm Access to Systems You (or someone on your team) will n...
X Reports and Dashboards Updates
X Reports and Dashboards Package The X Reports and Dashboards unmanaged package contains a dashboard called DST - X Digital Overview that is made up of the following components: X Cost Metr...
Configuring Attribution Models
OverviewFull Circle Campaign Attribution supports running up to 3 model configurations simultaneously that you can edit or add additional models based on your business needsLearn the basic function...
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...
3 - Building a Campaign Attribution Plugin Part 2 – Assigning Attribution
During campaign attribution processing, it is the responsibility of your plugin to assign revenue to individual responses or campaigns. You'll be assigning three values: Actual revenue – Corresp...
3 - Model Types
Working with Model TypesBy the end of this lesson, you’ll be able to: Describe and understand the key differences between an Opportunity-Based and Account-Based model type Know when to use an Oppor...