Create a New Attribution in Marketing Intelligence
See how your campaigns influence revenue from the first touch to the final sale. Campaign Attribution in Marketing Intelligence combines engagement and CRM data. It then uses first-touch and last-touch models to connect every conversion to the campaigns that drove it.
Required Editions
| Available in: Enterprise, Performance, Unlimited and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To setup Marketing Intelligence | Marketing Intelligence Admin |
- From the App Launcher, find and select Marketing Intelligence.
- On the Data Management tab, select Attribution.
- Click New Attribution.
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Configure attribution
- Select the Data Space and CRM connection.
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Select the attribution lookback window.
The attribution lookback window defines the number of days
Marketing Intelligence
looks back at each sales funnel stage to include property values in the attribution model. -
Select the Attribution Modal.
The attribution model determines how conversions are attributed. First Touch assigns the conversion to the first interaction, and Last Touch assigns it to the final interaction.
- Click Save.
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Set attribution touchpoints.
- Click Set Touchpoints.
- Select the type of touchpoint data you want to use.
- Click Next.
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If you're using custom data, map the attribution model.
- Select the data object you want to map.
- Click Next.
- Map the raw data to the relevant attribute fields.
- Validate your mapping and save.
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Configure your leads data.
- Click Configure Leads.
- Select the type of leads data you want to use.
- Click Next.
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If you're using a custom lead object, map the DLO fields to the CRM’s lead fields.
- Select the data object you want to map.
- Click Next.
- Map the raw data to the relevant attribute fields.
- Validate your mapping and save.
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Classify the status for your leads
- Click Define Satuses.
- To manually classify satuses, turn off the toggle.
- Select one or more customized status that correspond to the lead statuses.
- Click Next.
- Select the field that contains the campaign name in your CRM’s Lead object.
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Configure your oppotunities data.
- Click Configure Opportunities.
- Select the type of opportunity data you want to use.
- Click Next.
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If you're using a custom opportunity object, map the DLO fields to the CRM’s opportunity
fields.
- Select the data object you want to map.
- Click Next.
- Map the raw data to the relevant attribute fields.
- Validate your mapping and save.
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Classify the stages for your opportunities
- Click Define Stages.
- To manually classify stages, turn off the toggle.
- Select one or more customized stage that correspond to the opportunity stage.
- Click Next.
- Deploy the Attribution Model
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After the attribution model deploys with the applied settings, copy the Web SDK code and
embed it into a conversion event on your website, such as a sign-up form for a webinar.
- Click Open SDK Instructions next to Touchpoints.
- Copy the generated web SDK code.
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Insert the user consent example code into your website's JavaScript and update the
relevant values to manage tracking consent for customer actions.
Insert the user consent code into the Javascript on your website to get consent for tracking your customer's actions. Consent data is used to either grant or revoke consent in Salesforce Interactions SDK. When a customer chooses to opt into tracking, these consent details are attached to the Event Structure of the first tracked event. Without consent, Salesforce cannot collect user data.User Consent example code:
SalesforceInteractions.init({consents: [{purpose: SalesforceInteractions.ConsentPurpose.Tracking,provider: "OneTrust",status: SalesforceInteractions.ConsentStatus.OptIn}]}); -
Insert the Send Event example code into your website's JavaScript and update the relevant
values to capture customer engagement event data.
The campaign event is required for the campaign attribution setup. Don’t change the name and eventType values.
Send Event example code:SalesforceInteractions.sendEvent({interaction: {name: "Campaigns Events",eventType: "campaignsEvents",campaignName: "Campaign Name",campaignSource: "Campaign Source",campaignContent: "Campaign Content",custom1: "custom1",custom2: "custom2",custom3: 3} -
Set the identity Event to capture the customer identity data. If the identity of the user
is known, you can send an event with the user object and include the attributes of the known
user.
You can send an event with the user object, including available attributes of the identified user.Identity Event example code:
SalesforceInteractions.sendEvent({user: {attributes: {eventType: 'identity',firstName: 'First Name',lastName: 'Last Name',email: 'example@domain.com',isAnonymous: 1}}}) (edited) - Click Done.
- Analyze your attribution data in the Marketing Analytics tab.

