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.
| 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. |
Pre-Requisites:
We require that the following objects and fields be brought in to support the creation of opportunity related metrics in performance reporting.
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 |
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