Help Topics

Administering Attribution Analytics:

Install or upgrade the latest release here on the AppExchange

Installing and Configuring Main Settings

Advanced Settings:

Use Opportunity Lead Source (or other) and Primary Campaign Source in attribution

Set up additional objects (non-campaign members) to include in attribution (like Tasks, Custom Objects)

Configuring source record overrides, labels, and omissions (Marketing, Sales, Partner)

Set up custom weighting based on position, attributes, or conversion data (using Campaign Type or more refined attributes)

Writing formula fields

Details on Opportunity-to-Campaign and Contact-to-Campaign Matching

Using flows to augment data during Attribution processing

Explanation of Models

Dated multi-currency

Timeline configurations

Create your organization’s own app

Running the jobs

Permission sets & sharing dashboards & reports

End user help:

Navigating the objects

Opportunity X-Ray deep dive

Pipeline Impact Split deep dive

Campaign deep dive

Reporting tips

Existing dashboards & reports deep dive

Using the Projector / Explorer