WHERE Clause for Campaign Members (AB)

Align.ly Attribution

  • This feature is the "WHERE" portion of a SOQL query to further narrow down the Campaign Member records which are processed for the Account-based attribution model.

    How is this feature typically used?

    The feature is pretty flexible and we see a wide range of uses from our customers. Some of the most common are if there is a specific type of campaign that should be filtered out or the number of records processed each time Align.ly Attribution runs needs to be limited. Here are examples:

    • Campaign.Type != 'Sales Prospecting Lists'
    • algnatt__Engagement_Date__c = Last_N_Days:366

    You can test your query in the Salesforce Developer Console, Workbench, or other tool by using the following query:

    • SELECT Id FROM CampaignMember WHERE [YOUR WHERE CLAUSE HERE]