Introducing a new object called “Sequence Attribution Events”. The purpose of this object is to tie sequence participation to a desired outcome (by object). Examples of desired outcomes might be an “Opportunity Created” or “Event Scheduled”. This will be tracked within a period of time determined by you and then attributed to the sequence to demonstrate sequence effectiveness.

Configuration

These steps will enable go-forward attribution to sequences, and retroactive data attribution to sequences.

1. Go to Setup > Custom Settings > Guided Selling Attribution
2. Click the topmost New button
3. Click Enable, then Save
4. Go to Setup > Custom Metadata
5. Find Sequence Attribution Event
6. Click Manage Records

• Clone existing settings and rename without any special characters (e.g., parentheses)

1. Edit Opportunity, Event and Task attribution configuration
1. Read field descriptions for information on how to configure
1. Attribution Window: For Opportunity Creation, number of days before or after Sequence Exit within which this event will be attributed to the Sequence. For Task/Event attribution number of days before Sequence Exit within which this event will be attributed to the Sequence.
2. Keyword: Use for Task/Event attribution only. For example, if Events with Subject containing "Meeting" are an attributable event, provide "Meeting" in this keyword field.
3. Field Name: Use for Task/Event attribution only. Only accepts String fields. Field name within which Guided Selling will detect the given keyword
4. Object: Acceptable Values are "Event", "Task" or "Opportunity"

Retroactive Attribution

Execute these steps to backfill attribution data for historical sequence participants.

Lead Conversion Attribution

1. Use Dataloader to retrieve the ID,CreatedDate fields of all Participant Sequence History records.
2. Open the retrieved CSV.
3. Copy the CreatedDate field into a new column named Sequence_Exit_Date__c.
4. Use Dataloader to update the Participant Sequence History records.
5. Execute this script in the Developer Console:
   
   Database.executeBatch(
   new RDNACadence.BackfillConversionAttributionDataBatch()
   );

Activity Conversion Attribution

1. Execute this script in the Developer Console:
   
   Database.executeBatch(
   new RDNACadence.BackfillActivityAttributionDataBatch()
   );