Linking Together Opportunities | Attribution

The concept of linking together Opportunities for more accurate attribution is rarely needed in Align.ly Attribution. However, there are a few valid use cases which will be covered here in this article.

Linking a Single Opportunity

Use Case

The most common use case for linking a single Opportunity to an existing Opportunity is when your sales cycle has a paid pilot or initial smaller Opportunity that is then quickly followed by another Opportunity that realizes the full commercial value of the Account's inital purchase.

Implementation

Implementation will be pretty straightforward. It will require creating an Opportunity Lookup field on the Opportunity object, creating a Flow to automatically update the Opportunity Lookup field, and finally, modifying the Align.ly Attribution "amount" formula fields on the Campaign Member object.

1.) Create Opportunity Lookup field on the Opportunity object

In Salesforce, go to Setup -> Object Manager -> Opportunity -> Fields & Relationships
Click "New"
Select "Lookup Relationship" -> Click "Next"
Select "Opportunity" under "Related To -> Click "Next"
For Field Label, call it "Linked Opportunity" -> Click "Next"
Update field-level security based on your preferences -> Click "Next"
Select the page layouts based on your preferences -> Click "Next"
Add a related list based on your preferences -> Click "Next"

2.) Create a Flow to update Opportunity Lookup field

In Salesforce, go to Setup -> Flows -> New Flow
Select "Start from Scratch" -> Click "Next"
Select "Record Triggered Flow" -> Click "Create"
Follow the steps in the following video to create the flow:

3.) Modify the Align.ly Attribution "amount" formula fields on the Campaign Member object

In Salesforce, go to Setup -> Object Manager -> Campaign Member -> Fields & Relationships
Search "Amount" (we will be updating all the [AB] and [OB] amount formula fields)
For each "Amount" formula field, do the following:

For [AB] fields, append algnatt__AB_Associated_Opportunity__r.Linked_Opportunity__r.Amount to the formula field so the final formula field looks like the following:

AB_Equal_Weight_Accelerated_Weight__c * (algnatt__AB_Associated_Opportunity__r.Amount + algnatt__AB_Associated_Opportunity__r.Linked_Opportunity__r.Amount)

For [OB] fields, append algnatt__OB_Associated_Opportunity__r.Linked_Opportunity__r.Amount to the formula field so the final formula field looks like the following:

OB_Equal_Weight_Accelerated_Weight__c * (algnatt__OB_Associated_Opportunity__r.Amount + algnatt__OB_Associated_Opportunity__r.Linked_Opportunity__r.Amount)

NOTE: If you opted to use a different currency field on Opportunity, you will want to replace any references to "Amount" with the API name of the field you used.