Salesforce Campaign Influence: Custom Models Part 2 - Last Touch Campaign Attribution

This is the next video on how to setup the flows needed to create Campaign Influence records for a Last Touch Campaign Attribution custom model. If you haven't watched Blu Tiger Academy's four other intro videos on Campaign Influence, we highly recommend you watch those first, links are below.
The flows we create will support the following criteria and will give 100% revenue share to the last campaign a contact interacts with:
• Contacts must be related to the Opportunity via Opportunity Contact Role records
• Campaign Member must have Responded = True - if you do not understand what this means, watch our video called:
Mastering Salesforce Campaigns: Best Practices for Setup, Record Types, Statuses & Hierarchy: • Mastering Salesforce C...
• Campaign Member record must have a created date greater than 180 days before the Opportunity created date.
• Opportunity must be open
You can modify any of this criteria to fit your own business rules. If you have any specific rules you do not know how to solve for, let us know in the comments below.
You will learn how to update the following flows we created for the First Touch Campaign Attribution to work for your Last Touch Campaign Attribution model:
• Opportunity Contact Role | Created - Campaign Influence Automation (Record-Triggered Flow) - this flow will create Campaign Influence records when an Opportunity Contact Role record is created.
• Opportunity Contact Role | Deleted Master Flow (Record-Triggered Flow) - this flow will delete Campaign Influence records when an Opportunity Contact Role record is deleted.
• Campaign Member | Campaign Influence Record Automation (Record-Triggered Flow) - this flow will create Campaign Influence records when a Campaign Member record is created or updated.
• Campaign Influence | Record Created for Custom Model (Record-Triggered Flow) - this flow will route Campaign Influence records from custom models to the subflow below to calculate the Influence %.
Blu Tiger Academy Resources:
Mastering Salesforce Campaigns: Campaign Influence Initial Setup: • Mastering Salesforce C...
Salesforce Campaign Influence: Intro to Custom Models: • Salesforce Campaign In...
Salesforce Campaign Influence: First Touch Campaign Attribution - Part 1A: • Salesforce Campaign In...
Salesforce Campaign Influence: First Touch Campaign Attribution - Part 1B: • Salesforce Campaign In...
Salesforce Resources:
Campaign Influence API documentation: developer.salesforce.com/docs...
Campaign Influence Model API documentation: developer.salesforce.com/docs...
Implement Custom Campaign Influence Models with Apex Triggers: help.salesforce.com/s/article...
CHAPTERS:
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0:00 Intro
0:29 Update Model Settings for Campaign Influence
1:14 Update Opp Contact Role Created Flow
3:38 Update Campaign Member Created Flow
8:35 Update Opp Contact Role Deleted Flow
9:56 Update Campaign Influence Percentage Automation Flow
13:16 Test by Creating Opp Contact Role Records
14:56 Test by Creating New Campaign Member Record
16:07 Test by Deleting Opp Contact Role Record
16:29 Review Campaign Influence Report
17:42 Wrap-up
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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 7 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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[@kazar54]

Campaign last touch, as in the last time we have reached out to a client in SF logged calls?

[@BluTigerAcademy]

This only tracks campaigns, it does not track any SF calls/activities.