LeanData Engagement, powered by our best-in-class Matching solution, enables a robust Account-based strategy by allowing you to view all Sales and Marketing Engagements on Accounts in a comprehensive view within your Salesforce instance.

 

Guides

The following guides will help you get the most out of LeanData Engagement.

• Overview - This guide contains a high level overview of definitions, standard reports, standard dashboards, the custom Engagement object, and the Account Metric object in the LeanData Engagement managed package.
   
• Install Guide - This guide provides instructions for setting up LeanData Engagement’s 5 main components: Engagement Settings, Account View visualization, Campaign View visualization, Engagement Reports & Dashboard, and Permissions.
   
• Settings Walkthrough - This guide gives you a detailed walkthrough of LeanData Engagement Settings and how to configure them for your needs.
   
• Activity Lookup Fields Install Guide - This guide will walk you through setting up the needed Lookup Fields on the Activity object for LeanData Engagement to accurately capture activities and associate them with the proper Accounts.
   
• Reports and Dashboards - This guide contains a breakdown of the Reports and Dashboards included with LeanData Engagement.
   
• How to Make a Custom Report Type - This guide will walk you through creating a custom report type to allow LenaData’s Engagement Object to access and leverage your custom fields. 
   
• Engagement Runs - This guide will explain the various jobs that Engagement uses.

 

FAQs

• How Do I Create an Apex Jobs View for Engagement

 

 

What is Attribution?

Marketing attribution is the practice of evaluating the marketing touchpoints during a buyer’s journey. Attribution’s goal is to determine which channels and messages had the greatest impact on the decision to convert, or take the next step towards a purchase.

 

Please Note: Attribution is no longer available for purchase.

 

Attribution 3.0 Only Guides

• Attribution Product Overview - This guide is a high level overview of definitions, standard reports, Attribution weighting, and the LeanData custom Marketing Touch object in Salesforce.
   
• Attribution 3.0 Settings Guide - This guide will walk you through the settings for using LeanData's Attribution 3.0 product.

• Attribution 3.0 Dashboard Guide - This guide will walk you through the settings for using the dashboard samples in LeanData Attribution 3.0.
   
• Attribution 3.0 Custom Weighting Guide - This guide focuses on adding weighting to your marketing touches and how that can affect your reports and use of attribution.
   
• Attribution 3.0 Marketing Touch Mapping Guide - This guide will show you how to include your own custom data for reporting purposes, and how you can utilize Marketing Touch Mappings to add your own Campaign Member, Lead, or Contact Fields onto corresponding Marketing Touch fields.
   
• Attribution 3.0 Opportunity Freeze - This guide will discuss Opportunity Freeze, a feature that allows you to define a set of Opportunity criteria against which LeanData Attribution will not recalculate in it’s subsequent batches.

 

Understanding Attribution

• Standard Attribution Models Overview v2.0 and v3.0 - This guide is an overview of the six out-of-the-box models for measuring attribution LeanData offers, walking you through how each one is set up and how each model may be used with regards to your KPIs.

• Attribution Value Visualization v2.0 and v3.0 - This Visualization outlines how Attribution Value is distributed in each of LeanData’s default (unweighted) attribution models.

• Touch Order Visualization v2.0 and v3.0 - This guide outlines how the Generated Touch Order, Accelerated Touch Order, and Touch Order Fields are populated in the LeanData Marketing Touch Object.

• First Touch Visualization v2.0 and v3.0 - This guide outlines how the different First Touch Attribution Options in LeanData General Settings will affect how First Touch Attribution will be distributed in the LeanData Marketing Touch Object.
   

Standard Guides

• Attribution Product Overview v2.0 - This guide contains a high level overview of definitions, standard reports, Attribution weighting, and the LeanData custom Marketing Touch object in Salesforce.

• Attribution Wizard Walkthrough v2.0 - Configuring the LeanData Attribution Wizard is the first step to configuring and customizing which marketing interactions are relevant in generating or influencing opportunities.

• Attribution General Settings Guide v2.0 - This guide is to help LeanData Attribution customers configure their Attribution General Settings after they have run the Attribution Wizard.

• Attribution Advanced Settings Guide v2.0 - This guide will walk you through configuring the advanced settings for LeanData's Attribution. 

• Attribution Opportunity and Campaign Setup Guide v2.0 and v3.0 - Use this guide to setup and configure your Opportunity and Campaign Views.

• Standard Marketing Touch Reports v2.0 - This document provides a breakdown of the standard Marketing Touch reports included in our Attribution package.

• Dashboard / Reporting Lookup Fix (vers. 1.518+) v2.0 - This guide discusses changes to Attribution that allow it to run without locking any of your Opportunity or Campaign records. Furthermore, your run will no longer block any other processes in your Salesforce environment.

 

Feature Guides

• Opportunity Analyzer v2.0 and v3.0 - This guide will show you how to analyze your Opportunities by Opportunity ID to understand how your Marketing Touches were created.

• Marketing Touch Mapping Guide v2.0 - This guide will show you how to include your own custom data for reporting purposes, and how you can utilize Marketing Touch Mappings to add your own Campaign Member, Lead, or Contact Fields onto corresponding Marketing Touch fields.

• Opportunity Freeze v2.0 - This guide will discuss Opportunity Freeze, a feature that allows you to define a set of Opportunity criteria against which LeanData Attribution will not recalculate in it’s subsequent batches.

• Buyer's Journey & Campaign View Guide v2.0 and v3.0 - The LeanData Buyer’s Journey timeline is a Visualforce page that lives on the opportunity layout in Salesforce. It is a timeline of all relevant sales and marketing touches, allowing you to view how marketing and sales work in conjunction to generate pipeline and close deals.

• Custom Attribution Models v2.0 - This guide will show you the Custom Attribution Models feature to create your own attribution models with custom weightings and distribution. This allows greater flexibility in calculating the attribution data relevant for your business operations.

• Custom Weighting Guide v2.0 - This guide focuses on adding weighting to your marketing touches and how that can affect your reports and use of attribution.

 

Best Practices 

• Custom Report Types v2.0 - LeanData Attribution comes with standard reports to help you get started understanding your Attribution data. In order to take full advantage of the data and insights unlocked by our Attribution product, you may need to create a custom report type to include custom fields that are relevant to your business.

• Revenue Attribution Report v2.0 - Use this guide to see how marketing campaigns and programs influence Revenue Attribution so you can drive more programs that close opportunities.

• Marketing Influenced Win Rates Attribution Report v2.0 - This guide will show you how marketing campaigns and programs influence Win Rates so you can drive programs that increase the velocity to close opportunities.

• Marketing Influenced Sales Cycles Attribution Report v2.0 - This guide will show you how marketing campaigns and programs influence sales cycle length so you can drive more programs that increase the velocity to close opportunities.

• Campaign ROI Attribution Report v2.0 - This guide will help you measure your Return on Investment (ROI) on individual campaigns or marketing channels and analyze data by account segments, product lines, and other relevant data points.

 

FAQs 

• How Do I Create an Apex Job View for Attribution v2.0 and v3.0