Sales Channel Reporting Requirements:
1. You are launching campaigns using Buyer Insights to Salesforce
2. Provide read access to the following objects.
- Opportunity Contact Role
|It is strongly recommended that you grant access to these objects at the same time you are setting up the automated connector to bring in your data.|
3. To be able to show opportunity based metrics, you need to be using one of the below methods for converting Recommendations to Opportunities with Buyer Insights.
(1) You are using the standard Convert to Opportunity button that is installed with the managed package. Using the out of the box button will automatically associate the converted opportunity to a Recommendation.
(2) If using the standard Convert to Opportunity does not fit into your workflow, we recommend a second option for attributing opportunities to Recommendations.