1. In the App Launcher, go to "Align.ly Attribution"
2. Go to the "Align.ly Attributon Configuration" tab
3. Go to the "Linked Opportunities" tab
4. Toggle on "Enable Linked Opportunities"

1. Click "Add Linked Opportunity Rule" button
2. Enter a Linked Opportunity Rule Name
• Enter a descriptive, human-readable name for the linked opportunity rule.
• The rule name may be written to an Opportunity when the Opportunity is evaluated and matched to a linked opportunity rule.
• For example: Pilot with Full Deal.
3. Select the Opportunity Date Fields
• Select the date or date/time field to evaluate on the Original Opportunity.
• Select the date or date/time field to evaluate on the Linked Opportunity.
• For example, you can use Created Date for both Opportunities.
4. Set the Linked Opportunities Time Window
• Specify the maximum number of days between the Original Opportunity and Linked Opportunity.
• For example, a 7-day window can be used when a pilot Opportunity should be followed shortly afterward by a full-deal Opportunity.
• The time window helps ensure that only Opportunities created within the expected timeframe are linked.
5. Configure Contact Role Overlap
• Choose how Opportunity Contact Roles should be compared between the Original Opportunity and Linked Opportunity.
• Select the appropriate option:
• Exact Match - Contact Roles must be the same across both Opportunities.
• At Least One Contact Role - At least one Contact Role must overlap between the Opportunities.
• No Overlap Required - Contact Role overlap is not required.
• Use this setting when you want to confirm that the linked Opportunities involve the same or a related buying team.
6. Define the Original Opportunity Criteria
• Enter a SOQL WHERE clause that identifies which Opportunities can act as the Original Opportunity.
• For example, to identify pilot Opportunities:
• Type = 'Pilot'
7. Define the Linked Opportunity Criteria
• Enter a SOQL WHERE clause that identifies which Opportunities can be linked to the Original Opportunity.
• For example, to identify full New Business Opportunities:
• Type = 'New Business'
8. Save the Linked Opportunity Rule
• Review the rule configuration.
• Click Save.
• The new rule will appear in the list of Linked Opportunity Rules.
9. Set the Rule Evaluation Order
• Linked Opportunity Rules are evaluated in the order in which they appear.
• Drag and drop rules to change their evaluation order.
• Use the ordering to create a waterfall-style configuration where more specific rules are evaluated before broader rules.

1. Go to the Object Manager -> Campaign Member
2. Find the Amount fields, which are currency formula fields
3. Edit the Amount formula fields so that the Associated Opportunity references algnatt__Linked_Opportunity_Amount__c

4. Save the fields

There are 3 fields that the Linked Opportunities feature uses on the Opportunity object:

1. Linked Original Opportunity
2. Linked Opportunity Rule
3. Linked Opportunity Amount

Linked Opportunity Amount is using the "Opportunity Currency Field" specified under "Settings" in Align.ly Attribution Configuration.

Yes. Linked Opportunity Amount will get updated to the value of the field specified in the "Opportunity Currency Field" under "Settings" in Align.ly Attribution Configuration.

Yes. Here is how it works:

1. Linked Original Opportunity is Open
1. Linked Opportunity Amount includes Open and Won deals.
2. Linked Original Opportunity is Won
1. Linked Opportunity Amount includes Won deals
3. Linked Original Opportunity is Lost
1. Linked Opportunity Amount includes Open, Won, and Lost deals

Yes. You can manually update Original Linked Opportunity.

No. Align.ly Attribution will not override the Original Linked Opportunity value once it has been set.