1. Go to the Align.ly Attribution listing on the Salesforce AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000GAZGYUA5
2. Click...
1. For Production: "Get It Now"
2. For Sandbox: "Try It"
3. When installing, select "Install for All Users" then click "Install".

1. Open System Settings
   • Go to Align.ly Attribution Admin → Settings.
   • Locate System Settings on the left.
2. Select the Attribution Mode
   • Account-based: Includes campaign touchpoints from all Contacts on the Account and Leads matched through the selected Account lookup field.
   • Opportunity-based: Includes campaign touchpoints from Contacts associated with the Opportunity through Opportunity Contact Roles.
   • This setting controls which attribution mode your dashboards display. You can switch between modes if models are running for both.
   • Recommended: standardize your business on one attribution mode.
3. Select the Engagement Date Field
   • Choose the Campaign Member Date/Time field used to determine whether a touchpoint falls within the attribution window and qualifies as Sourced or Accelerated.
   • Recommended: keep the default Engagement Date field included with the Align.ly Attribution managed package.
4. Select the Opportunity Currency Field
   • Choose the Opportunity currency field your dashboards should reference, such as Amount or a custom ARR or ACV field.
5. Set the Sourced Attribution Duration
   • Enter the number of days before Opportunity creation during which touchpoints can receive sourced attribution.
   • The default is 365 days. Recommended: approximately twice your average sales cycle.
   • For example, a six-month sales cycle would use an attribution window of approximately one year.
6. Select the Account Lookup Field on Lead
   • For Account-based models, select the Lead lookup field that identifies the matched Account.
   • This allows attribution to include campaign touchpoints from matched Leads. The field can be populated by Align.ly Lead-to-Account or another matching tool.

Configure these settings before running Align.ly Attribution. You can update them later; the next attribution run recalculates results using the latest settings.

1. Select Your Attribution Models
   • Go to Align.ly Attribution Admin → Models.
   • Select Account-based or Opportunity-based mode. Each mode offers five models for each category: Sourced, Accelerated, and Influenced.
   • Recommended Sourced models: First Touch, Last Touch, Equal Weight, and U-Shaped.
   • Recommended Accelerated model: Equal Weight.
   • Influenced models are rarely used and can typically remain off.
2. Create and Map the Weight Field
   • Try turning on the model to display guidance for any missing field mappings. The model will remain off until both fields are mapped.
   • If a suitable Percent field already exists, select it. Otherwise, copy the field label suggested in the tooltip.
   • Go to Setup → Object Manager → Campaign Member → Fields & Relationships → New.
   • Select Percent and enter the suggested label, such as [AB] First Touch Sourced Weight.
   • Set Length to 3 and Decimal Places to 2. Complete field access and page layout selections, then save.
   • Refresh the Models page and select the new field as the model’s weight field.
3. Create and Map the Amount Field
   • Try turning on the model again to display guidance for the missing amount field.
   • If a suitable Currency field already exists, select it. Otherwise, create a new Formula field on Campaign Member.
   • Use the suggested label, such as [AB] First Touch Sourced Amount, and select Currency as the return type with 2 decimal places.
   • Copy the formula from the model’s tooltip. It is generated from your system settings and selected weight field.
   • Paste the formula, click Check Syntax, and complete field access and page layout selections before saving.
   • Refresh the Models page and select the new amount field. Reselect the weight field if your earlier selection was not saved.
4. Enable and Save the Model
   • Confirm both the weight and amount fields are mapped, then turn on the model.
   • Scroll to the bottom of the page and click Save Models.
   • Repeat these steps for each model you want to enable.

1. Edit the Opportunity Lightning Record Page
   • Go to Setup → Object Manager → Opportunity → Lightning Record Pages.
   • Select the record page you want to update and click Edit.
2. Add a Buying Journey Tab
   • Select the Tabs component and click Add Tab.
   • Select the new tab and choose Custom from the tab label options.
   • Enter Buying Journey as the custom label and click Done.
3. Add the Buying Journey Component
   • Open the new Buying Journey tab in the page preview.
   • In the left Components panel, search for Buying Journey.
   • Drag the Align.ly Buying Journey component into the tab and click Save.
4. View the Buying Journey
   • Return to an Opportunity record and open the Buying Journey tab.
   • View the touchpoints and click individual touchpoints to explore their details.

1. Edit the Campaign Lightning Record Page
   • Go to Setup → Object Manager → Campaign → Lightning Record Pages.
   • Select the record page you want to update and click Edit.
2. Add an Attribution Tab
   • Select the Tabs component and click Add Tab.
   • Select the new tab, choose Custom as the tab label, and enter Attribution or Align.ly Attribution.
   • Click Done and open the new tab in the page preview.
3. Add the Attribution Dashboard
   • In the left Components panel, search for Align.ly.
   • Drag the Align.ly Attribution Dashboard component into the Attribution tab.
   • Recommended: move the Tabs component containing the dashboard into a full-width page region to give the dashboard more space.
   • Optional: move the Activity component into its own tab or remove it if it is not needed.
   • Click Save.
4. View Campaign Attribution
   • Return to a Campaign record and open the Attribution tab.
   • The dashboard displays attribution for that individual Campaign.

1. Edit the Campaign Member Page Layout
   • Go to Setup → Object Manager → Campaign Member → Page Layouts.
   • Select the page layout you want to update and click Edit.
2. Add an Align.ly Attribution Section
   • Drag a new Section onto the layout, name it Align.ly Attribution, and select a two-column layout.
   • Use the left column for Account-based (AB) fields and the right column for Opportunity-based (OB) fields.
3. Add the Core Attribution Fields
   • In the left column, add [AB] Associated Opportunity, [AB] Attribution Type, and [AB] Lock Campaign Member.
   • In the right column, add [OB] Associated Opportunity, [OB] Attribution Type, and [OB] Lock Campaign Member.
4. Add the Model Weight and Amount Fields
   • Add a Blank Space below the core fields in each column.
   • Add the weight fields created for your enabled models, such as First Touch Sourced Weight, Last Touch Sourced Weight, and Equal Weight Sourced Weight.
   • Keep AB fields on the left and the corresponding OB fields on the right.
   • Add another Blank Space in each column, then add the matching amount fields in the same order.
   • Weight fields show the attribution percentage assigned to the touchpoint; amount fields show its corresponding currency value.
5. Save the Layout
   • Click Save.
   • Use the new section on Campaign Member records to review attribution calculations and troubleshoot individual touchpoints.

Update on Lead

1. Go to Setup -> Object Manager -> Lead -> Page Layouts
2. Select the Lead Page Layout you'd like to update (you may need to repeat these steps for more than one page layout)
3. Find the "Campaign History" related list and click the "wrench" icon

4. Remove "Member Status Updated" and then add "Engagement Date" and "View"

5. Sort the list by "Engagement Date" and "Descending"

6. Click "Save"

Update on Contact

1. Go to Setup -> Object Manager -> Contact -> Page Layouts
2. Select the Contact Page Layout you'd like to update (you may need to repeat these steps for more than one page layout)
3. Find the "Campaign History" related list and click the "wrench" icon

4. Remove "Member Status Updated" and then add "Engagement Date" and "View"

5. Sort the list by "Engagement Date" and "Descending"

6. Click "Save"

It is common to want to exclude specific types of Opportunities before running Align.ly Attribution. The most common example is to exclude "Renewal" Opportunities and that is typcially done by excluding an Opportunity Record Type or an Opportunity Type. If you have this requirement, here are the steps to follow:

For Opportunity-based Model

1. Go to Align.ly Attribution Admin -> Settings -> Scroll to WHERE Clauses section
2. Find the "WHERE Clause for Contact Role (OB)" setting
3. As an example, enter Opportunity.Type != 'Renewal' to exclude Opportunity Types of "Renewal"
4. Click "Save Settings"

Here are some other examples:

• Role != 'Partner'
• Opportunity.RecordTypeId != '0125e000000QZmvAAG'
• Opportunity.RecordTypeId IN ('0125e000000QZmvAAG', '0125e000000qnJXAAY')
• Opportunity.RecordTypeId NOT IN ('0125e000000QZmvAAG', '0125e000000qnJXAAY')

For Account-based Model

1. Go to Align.ly Attribution Admin -> Settings -> Scroll to WHERE Clauses section
2. Find the "WHERE Clause for Opportunity (AB)" setting
3. As an example, enter Type != 'Renewal' to exclude Opportunity Types of "Renewal"
4. Click "Save Settings"

Here are some other examples:

• RecordTypeId != '0125e000000QZmvAAG'
• RecordTypeId IN ('0125e000000QZmvAAG', '0125e000000qnJXAAY')
• RecordTypeId NOT IN ('0125e000000QZmvAAG', '0125e000000qnJXAAY')

1. Run Align.ly Attribution Manually
   • After completing configuration, open the Getting Started tab.
   • Scroll to the bottom and click Run Align.ly Attribution.
   • Confirm that a notification appears indicating the run has started.
   • The job runs in the background and calculates all configured attribution models. Once complete, your data is available to preview in Align.ly Attribution.
2. Schedule Daily Attribution Runs
   • Open Settings and scroll to the scheduled jobs section.
   • Click Add Scheduled Job.
   • Select a run time, such as 6 AM, and click Schedule. The job will run daily at that time.
   • Confirm the job appears in the list, which displays when it was submitted and when it will run next.
   • Repeat to add additional daily run times, such as 12 PM and 6 PM.
   • Recommended: schedule one overnight run or a few runs throughout the day. Hourly scheduling is available but generally not recommended.