This feature is the "WHERE" portion of a SOQL query to further narrow down the Campaign Member records which are processed for the Opportunity-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]
