Joel Mayer
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How to Delete System Records
Issue Matchmaker uses a custom object called Shadow Leads and leverages Salesforce.com's duplicate management functionality. Duplicate Management uses Duplicate Record Sets. Sometimes these Dup...
5 - Email Domain Calculation Settings
When importing new leads, many companies frequently only have a name and an email address populated in the import file. Matchmaker provides additional functionality that allows matches to be determ...
FAQ: Member Status Value Updates
When do the member status values get updated?Easy Campaign Member Status sets the member status values only when the Campaign is created so it's important to make sure you select the correct campai...
5 - Digital Revenue Dashboard
OverviewThis dashboard is designed to help answer top-line revenue questions about the value of specific campaigns, of different types of campaign, and of marketing as a whole. It uses hard data to...
5 - Journey Explorer
Journey Explorer: Clarity, Every Step of the Way Note: The following documentation describes concepts from both Full Circle Insights Funnel Metrics and Digital Source Tracker. For more details on t...
5 - Integrate DAD with Bing Ads
Detailed steps to configure the Daily Aggregate Database with Bing Ads reporting data. Before starting the configuration below, make sure you have reviewed all Installation & Configuration: Conside...
1 - Configuring Meta Ads Integration
Configuring for Meta Ad Integration requires action on both the Meta side and the Salesforce side. Below are step-by-step instructions to configuring both. Meta Configuration Step 1: Creating Ne...
Deal Explorer Configuration
OverviewThe Deal Explorer is a tool used for analyzing an Opportunity and seeing all the campaign and activities that may have impacted the Opportunity. To configure the Deal Explorer, click the De...
Giving Attribution Credit to Tasks and Events
Background Information The only time Full Circle is “triggered” off a task or event is through Invocable Reactivation. Invocable Reactivation utilizes a flow and is triggered when a specific tas...
5 - Creating Unit Tests for Attribution Models
Unit tests for attribution models should follow a basic structure. Install a model using the TestInstallConfigurationTypeClass API Create an instance of a model Create test records of sObject...