Turning on a new attribution model

Align.ly Attribution

  • Here is a summary of the steps:

    1. Add Custom Fields to the Campaign Member Object
      • Go to Setup → Object Manager → Campaign Member.
      • Click on Fields & Relationships.
      • Create the Percent Field (Weight):
        • Click New Field → Select Percent.
        • Set Label: [AB] Time Decay Sourced Weight.
        • Set Length = 16 and Decimals = 2.
        • Save the field and copy the API Name.
      • Create the Formula Field (Weighted Amount):
        • Click New Field → Select Formula.
        • Set Label: [AB] Time Decay Sourced Amount.
        • Set Return Type: Currency (0 or 2 decimals).
        • Enter Formula:
          • AB_Time_Decay_Sourced_Weight__c * algnatt__AB_Associated_Opportunity__r.Amount
        • Set Blanks as Blanks and validate the formula.
        • Save the field.
    2. Configure Alignly Attribution Custom Settings
      • Go to Setup → Quick Find → Custom Settings.
      • Select Alignly Attribution Settings → Click Manage → Edit.
      • Find [AB] Time Decay Sourced Field and paste the copied API Name.
      • Ensure no extra spaces before or after the API Name.
      • Click Save.
    3. Activate the Model in Alignly Attribution
      • Return to Alignly Attribution.
      • Confirm the [AB] Time Decay Sourced model is turned on.
      • Run manually or wait for the next scheduled job.
    4. Update the Custom Report Type
      • Add both the Weight and Amount fields to the custom report type.
      • (Refer to the separate video for detailed steps.)