Salesforce: Campaign Influence with Primary Campaign Source Model

Primary Campaign Source Model (or Salesforce Model) is the only OOTB available model in the customizable campaign influence if you do not have MCAE/Pardot, but you can create your own model as explained here.

How does the system add a campaign as Campaign Influence?

1. Primary Campaign Source

When the Primary Campaign Source field is populated in the Opportunity, it will be auto-added as Campaign Influence, even if it does not fit the Auto-Association rules and time frame defined. The Influence % will be 100%.

Changing Primary Campaign Source will set the previous campaign to 0% and the new Campaign to 100% influence. The same applies if you delete the Primary Campaign Source from the Opportunity; it will be set to 0%, but make sure the Record Preference is set to "All Records" in the model setting.

2. Opportunity Contact Role

The Contact added to Opportunity Contact Role must fit both Auto-Association rules and Campaign Influence Time Frame. The Record Preference on the Campaign Influence Model Setup must be set to "All Records"; the Influence % will be 0%. 

If you set Record Preference to "Records with >0% Attribution", the Campaign Influence record will not be created, as it is 0% influence.

So, if the Opportunity has Primary Campaign Source and Opportunity Contact Role link to different Campaigns, all Campaigns will be added as Campaign Influence. The same applies if the Contact in Opportunity Contact Role links to multiple campaigns that fit the auto-association rule; all Campaigns will be added as Campaign Influence. They can be from the same or different contacts in the Opportunity Contact Role.

Reference:

• Salesforce Platform: Implement Custom Campaign Influence Models with Apex Triggers

Excel: Copy Value/Formula

As a Salesforce admin, at a point in time, we may need to use Microsoft Excel (unless you use Google Spreadsheet). Here is the shortcut: assume you have an Excel spreadsheet with hundreds of thousands of rows, and you need to copy a value or formula.

Filtering the rows and double-clicking the fill handle will stop copying when it reaches a row that is not blank.

Sample data:

If we filter column A = Z2, type "y" in B3, then double-clicking the fill handle of cell B3 will stop at row 4, as row 5 is not blank.

So here are the correct steps:

1. Filter column A = Z2

2. In the Name Box (upper left), type B3:B1000 (assume you have 1000 rows), then press Enter

3. Enter Alt + ; to select visible cell only

4. Type "y" in the Formula Bar and hit Ctrl + Enter

5. Done; all visible rows from B3 - B1000 will be filled with "y"

blue arrow is the Name Box, and the green arrow is the Formula Bar

If you need to fill a formula instead of a static value, change the "y" in step (4) to a formula, such as: =A3&"y"

Reference:

• Excel: Copy Formula

Salesforce Marketing Cloud Personalization: Using to Data Cloud segment

Continue from previous blog Using to Data Cloud Segment in MCAE

Create Segment in Data 360

1. Add the segment attributes
2. Schedule and publish the segment
3. Activate the segment to Marketing Cloud Personalization (you may see the platform name as Salesforce Interaction Studio)

Segment in Marketing Cloud Personalization

1. Monitor the segment is published for the activation created
2. The segment will be automatically created in Marketing Cloud Personalization as Manual Segment (notice M orange icon)
3. If you change the segment name in Data 360, the segment name in Marketing Cloud Personalization will stay as the original segment name, however, the it still connected to Data 360, so segment members change in Data 360 will update segment members in Marketing Cloud Personalization

Salesforce MCAE: Using to Data Cloud segment

How to use Data Cloud segments in MCAE?

Create Segment in Data 360

1. Make sure the Account Engagement Integration ID is mapped in the object for the segment
2. Use the default data space
3. Add the segment attributes
4. Schedule and publish the segment

** Interestingly, we do not need activation to allow the segment to be used in MCAE.

Create Dynamic List in MCAE:

1. Best practice: create the dynamic list name to include the segment name of Data 360, so at a glance you know which segment is used; for example: Dyn_D360_Automotive West; Dyn = dynamic, D360 = use Data 360 segment, and Automotive West = the segment name in Data 360.
2. Up to 100 dynamic lists can be built in MCAE using Data Cloud Segments
3. Up to 1 million prospects per list
4. Each segment can be connected to one dynamic list; this is why the naming convention in dynamic lists is important.
5. A new dynamic list can take up to 3 hours to populate for the first time. Allow up to 1 hour for a dynamic list to update after a Data 360 segment is refreshed.
6. Record counts can vary between MCAE dynamic lists and Data 360 segments. For example, prospects in the Recycle Bin or those without a matching Data 360 Account Engagement Integration ID and Salesforce ID aren't counted. Segments in Data 360 can be built on Individuals, Unified Individuals, Leads, or Contacts. The object that you choose affects the value in the Account Engagement Integration ID field.
7. You can use a calculated insight to define and calculate multidimensional metrics in Data 360 based on prospect data or email engagement data from MCAE, then use the calculated insights to define segment criteria.
8. If we change the segment name in Data 360, the "Segment Name" information in the dynamic list created will be updated too.

Sample dynamic list from the screenshot: red boxes are the dynamic list information, and blue boxes are segment information.

Reference: 

• Build Segments and Analytics with Data 360

Salesforce: Add to Campaign

Background: A user can add a Lead or Contact to a Campaign via the "Campaign History" related list. 

But the user does not see the "Add to Campaign" button in the list view or report. What is the cause?

Finding: The user needs the following permissions:

• Enable "Marketing User" on User Records
• Campaigns: Read and Edit permissions.

Additionally, the user does not need to have create or edit permission on the Campaign object.

Salesforce: Contact in Opportunity

Continue from the previous blog: Primary Campaign Source, Opportunity Contact Role, and Campaign Influence. You may be aware that there is a field called Contact ID in the Opportunity:

• API Name = ContactId, Label = Contact ID
• This is a standard Salesforce field, not a custom field
• The field type is a lookup to Contact
• The field is not visible in the Object Manager
• You can query the field with SOQL

This field value is auto-populated when a contact is added and marked as Primary in the Opportunity Contact Role. Note that we can only have one Primary contact for one Opportunity.