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Building Block: Campaign Roll Up for Salesforce

  • Updated

The following is a guideline to follow when using the Building Block Campaign Roll Up for Salesforce recipe. Please read these guidelines before cloning the recipe.


Overview

This Building Block recipe will roll up the number of open and closed opportunities associated with any given campaign.

This Building Block recipe provides the following:

  • A bot that will be used to import the Salesforce Opportunity and Campaign objects and run the related job
  • A job that counts the number of open and closed-won and closed-lost opportunities to roll up to the campaign
  • An App Factory App with a chart showing campaigns and the count of Opportunities (open, closed-won and closed-lost) for each campaign

Preparation

  1. If a data source does not already exist, create a data source for Salesforce Opportunity and Campaigns with at least the following attributes. *Note: If these data sources are already created, please verify that the below attributes are defined in the data sources:
    • Salesforce Campaign: Id, Name, Type, CreatedDate, IsDeleted
    • Salesforce Opportunity object:  Id, CampaignId, IsClosed, IsDeleted

Clone

To clone the Building Block recipe, navigate to Projects Recipes and select the building block to clone. Hint: search "Building Block" to easily see which Building Blocks are available.

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You will need to provide:

  • Project name
  • Prefix and/or suffix for all objects in the project
  • Data source to be used in the project

Examine the cloned project

We recommend you look through all the newly created project elements to familiarize yourself with what has been created. Look for any job that is marked with errors. These errors must be manually corrected.

Test the project

When you have reviewed the project and believe that everything is configured correctly, test the project by following these steps:

  1. Run the bot manually
  2. Review the data at the end of the job to ensure the number of open and closed opportunities are counted correctly
  3. If all goes well, modify the bot to adjust the schedule, and turn the automation on to have up-to-date data when you need it

 

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