Context:
If you are running advertising or email marketing campaigns and want to show attribution of opportunities you will need to provide opportunity information from your CRM.
Opportunity Related Metrics
We are able to generate the following metrics for advertising campaigns when opportunity data has been brought in from your CRM.
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Pre-Requisites:
- We require that the following Salesforce objects from and fields be brought in to support the creation of opportunity related metrics in performance reporting.
| Salesforce Objects | Opportunity |
| Opportunity Contact Role |
We require the following fields from each object.
| Opportunity |
Amount CampaignId CloseDate ExpectedRevenue ForecastCategory AccountId isClosed IsDeleted IsWon LastModifiedDate LeadSource Name OwnerId Probability CreatedDate Type |
| Opportunity Contact Role |
Id ContactId IsPrimary |
| Salesforce CRM is supported natively. Other systems can be supported by would require data transformation to meet the standard schema. You can connect with your customer success manager to explore how this could be supported. |
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