Salesforce Campaign Influence: Intro to Custom Models for Campaign Attribution

We will review how to setup custom models in Campaign Influence for orgs that are not using Account Engagement (formerly known as Pardot). You will learn about 5 different campaign attribution models and how to set them up in Salesforce. This video assumes you understand the concepts and configuration we completed in our video called Mastering Salesforce Campaigns: Campaign Influence Initial Setup and Reporting.
This video will help you understand the different campaign attribution models and help you choose which one is right for your use case. You will learn the following:
- Types of Campaign Attribution Models
- How to Setup Custom Models in Salesforce
- How to select a default model and what makes it different
- Limits for Custom Models per org
Blu Tiger Academy Resources:
• Mastering Salesforce Campaigns: Campaign Influence Initial Setup & Reporting: • Mastering Salesforce C...
Salesforce Resources:
• Customizable Campaign Influence Customizable Model: help.salesforce.com/s/article...
• Add Customizable Campaign Influence Related Lists: help.salesforce.com/s/article...
• The "New" Button is Not Visible on the Influenced Opportunities Related List on the Campaign Page Layout: help.salesforce.com/s/article...
• Add Campaign Influence Manually: help.salesforce.com/s/article... - this only works in Campaign Influence.
CHAPTERS:
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0:00 Intro
0:29 Review Campaign Influence Example
1:00 How to Add Model Name to Related List
2:08 Limits on Custom Models
2:24 How to Create Custom Models
5:10 Types of Campaign Attribution Models
7:43 Wrap-up
Music:
Song: Violet Sky (Instrumental Version)
By: Phello on Epidemic Sound
Song: Go for a Swim (Instrumental Version)
By: Phello on Epidemic Sound
Song: Polarise
By: Phello on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 8 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
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