Considerations for Einstein Attribution

Einstein Attribution relies on certain data and some other Salesforce features. Make sure you have the correct setup before you begin.

Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise, Performance, or Unlimited Edition

Prerequisites for Einstein Attribution

Verify that you’re using the standard Opportunity object and that you have values in the Close Date and Amount fields.
To get started, Einstein needs data from at least 100 opportunity contact roles (OCRs) that you have defined.
Connect Account Engagement and Salesforce Campaigns.
Enable and configure Campaign Influence.

Einstein Attribution considers data from both Account Engagement and Salesforce and removes duplicates for you.
You can change the Campaign Influence Time Frame at any time, but when you change it, results are likely to change.
When you use the Data-Driven Model as your default Campaign Influence model, select Records with >0% attribution in the Record Preference dropdown.
We recommend that you don’t edit or delete campaign influence records created by the Data-Driven Model via the API. Your changes are overwritten each time the model is recalculated.
If someone deletes or deactivates the opportunity stage used as the success milestone, the Data-Driven Model stops running and an error appears on the Einstein Attribution Setup page.

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