Many of our customers will create a renewal opportunity in Salesforce immediately after a new business opportunity is closed won.

It's likely that you will want to exclude renewal opportunities from being eligible for attribution so that other follow-on opportunities (cross-sell, up-sell, expansion, etc.) get attribution.

Here's how you can exclude an Opportunity from attribution using simple workflow rule in Salesforce:

By default, Align.ly Attribution sets the "Engagement Date" field on Campaign Member to the date/time that the Lead/Contact is added into the Salesforce Campaign.

While this works well in most instances like form submissions, in other instances you want to either backdate the Engagement Date or set a consistent data/time value across all Leads/Contacts in the Campaign.

An example of a use case for wanting to set a consistent date/time is for a third-party event or webinar. Many times you don't get the prospect list right away. If you rely on the default behavior of setting the Engagement Date to the date/time of when the Leads/Contacts are added into the Salesforce Campaign, then the Engagement Date may be off by hours or several days resulting in inaccurate attribution data.

Solution

The solution is to implement a simple Flow in Salesforce that sets the Engagement Date to a pre-defined value you configure on the Salesforce Campaign.

Implementation

1.) Create "Set Engagement Date To" date/time field on Campaign in Salesforce

1. Go to Setup -> Object Manager -> Campaign
2. Click "New"
3. Select "Date/Time" -> Next
4. Enter Field Label of "Set Engagement Date To" and take the default Field Name -> Next
5. Select Field Level Security -> Next
6. Select Page Layout -> Save

2.) Create Flow in Salesforce

1. Go to Setup -> Flows
2. Click "New Flow"
3. Select "Start from Scratch" -> Next
4. Select "Record Triggered Flow" -> Create
5. Under "Configure Start" follow these settings:
1. Object: Campaign Member
2. Configure Trigger: A record is created
3. Entry Conditions: Formula Evaluates to True
4. Formula: NOT(ISBLANK({!$Record.Campaign.Set_Engagement_Date_Time_To__c}))
5. Optimize the Flow for: Actions and Related Records

6. Add an "Update Triggering Record" element with the following settings:
1. Label: Set Engagement Date
2. API Name: Set_Engagement_Date
3. How to Find Records to Update and Set Their Values: Use the campaign member record that triggered the flow
4. Set Filter Conditions: None - Always Update Record
5. Set Field Values for the Campaign Member Record
• Field: algnatt_Engagement_Date__c
• Value: {!$Record.Campaign.Set_Engagement_Date_Time_To__c}

7. The fully configured Flow will look like the following:

8. Save and Activate the Flow

Activation

Now that the Salesforce Flow is live, any time you enter a date/time value for "Set Engagement Date To" on the Campaign record, all Campaign Member records in that Campaign will have their date/time value set to the value you entered on the Campaign.