51黑料不打烊

Transcript

Okay, so let鈥檚 install the two packages that you鈥檙e going to need in Salesforce for using bizible. The first package here is the base package and this includes the bizible custom objects and fields. So we鈥檙e going to go to the app exchange and pull up bizible marketing attribution and analytics package, and get it now. And in this example, we鈥檙e installing a production, but in a different lesson we鈥檙e going to cover installing this in Sandbox as well. So we recommend installing this package for all users. You also have the option of installing for admins or specific profiles, but here we鈥檙e going to install for all users. And I鈥檓 speeding up the process a little bit here. Okay, so that鈥檚 done. For the second package, you鈥檙e going to want to go to bizible.com/dashboard-mt.

So I鈥檝e got the link here.

Just going to put that into the web browser URL and it鈥檚 going to bring up the package. Again, install for all users, and going to speed up the process here. So when that鈥檚 finished, you鈥檝e got your two packages confirmed that they鈥檙e both installed. You鈥檒l have the multi-touch dashboards and the base package there.

Okay, so now that we鈥檝e got those two packages installed, we鈥檙e going to go ahead and configure page layouts. So let鈥檚 go to setup and then under the build menu, we鈥檙e going to click customize campaigns page layouts. And then here we鈥檙e going to click on edit campaign page layout.

And here we鈥檙e going to drag and drop a couple of different things. First, we鈥檙e going to drag the enable bizible touchpoints field and then we鈥檙e going to scroll over, and we鈥檙e going to add the touchpoint start date and the touchpoint end date. Obviously you can place these wherever you want on the page layout.

And then we鈥檙e going to scroll down here to buttons and we鈥檙e going to add the bulk update touchpoint to the custom button field here and save the changes.

So once that鈥檚 done, we鈥檙e just going to go through a bunch of the different page layouts here. So we鈥檙e going to go back to setup, customize, and we鈥檙e going to do the leads page layout field. So scroll down to leads, click on page layouts. And in this example, we鈥檙e going to edit the lead marketing page layout. There are other possible page layouts that you could edit.

So let鈥檚 scroll down on the left, let鈥檚 go to VisualForce pages, and we鈥檙e going to add a new section for VisualForce pages.

Just going to put the section there. You can select one column for the layout.

And once that鈥檚 there, we鈥檙e going to rename the section. You can actually do this right when you drop it, but I forgot to, so I鈥檓 going to rename this. And you鈥檙e going to want to name this bizible touchpoints.

So you might want to add a touchpoints there just to be more clear.

And then you want to add to this VisualForce page the bizible lead related list. Then you鈥檙e going to want to change the properties. So we recommend setting the height at a hundred and enabling scroll bars.

Okay.

And then we鈥檙e going to add one more section here. Again, just add another section and we鈥檙e going to call this section bizible insights. And after you create that section, you鈥檒l want to save first 'cause you鈥檒l see if we try to drag bizible insights into the section we just created, it doesn鈥檛 work. So click on save first and then navigate back to the marketing lead page layout. And then canvas apps, bizible insights, drag that to the section and you鈥檒l see, there we go. So we鈥檝e got bizible insights, we鈥檙e going to save that and that鈥檚 the lead page layout. Next, we鈥檙e going to customize the contacts page layout.

So we鈥檒l go to contacts here and we鈥檙e going to edit again the marketing page layout.

Okay, and let鈥檚 scroll down to, I鈥檓 going to scroll on to related lists, and then we鈥檙e going to add the bizible touchpoint related list.

Click on the wrench icon, and then we鈥檙e going to add a couple of fields here. So, you鈥檒l see that the bizible touchpoint is already added. We鈥檙e going to add marketing channel, touchpoint source, and then ad campaign name, touchpoint position, touchpoint date.

And then we鈥檙e going to sort by touchpoint date, and we鈥檙e going to make sure that that鈥檚 on ascending. And then in the buttons menu, you just want to deselect new and click okay.

Okay.

Next, you want to add the bizible attribution touchpoint related list. So remember there are two touchpoint objects, the BT and the BAT. So we鈥檙e going to add both of them. And again, we鈥檙e going to do the same thing to the BAT related list, so we鈥檙e going to make sure attribution touchpoint is there. And then we鈥檒l add marketing channel, opportunity, ad campaign name, and touchpoint type, touchpoint position.

And then since this is the attribution touchpoint, we鈥檙e going to add the attribution percentage, W shaped.

You could add different attribution model here if you want it, but we鈥檙e going to add here W shape. So revenue and attribution percentage, W shape. Sort by touchpoint date, ascending. And then again, we鈥檙e going to remove the standard button.

Okay, so we鈥檒l save that.

Yes.

And then we are going to change one more, or actually two more page layouts. So we鈥檒l go to the opportunities page layout and again, we鈥檒l edit the opportunity marketing page layout. And let鈥檚 go down to related lists again, and we鈥檙e going to add a couple related lists here. So we鈥檒l add the bizible attribution touchpoint related list, and then we鈥檙e going to add some of the same fields as last time. So marketing channel, contact, ad campaign name, touchpoint type, touchpoint position, attribution percent W shape, revenue W shape, finally touchpoint date.

And then we鈥檙e going to sort by touchpoint date ascending, remove the standard button, and okay and save.

Okay, and then lastly, we鈥檙e going to change the page layouts for the account object.

So we鈥檒l go to accounts, here we go. And page layouts, marketing account page layout.

And here again, we鈥檙e going to add a related list. So scroll down to related lists. There it is, okay.

And then we鈥檙e going to add bizible attribution touchpoint, and then we鈥檙e going to add this same field as last time. So attribution touchpoint, marketing channel, opportunity, ad campaign name, touchpoint type, touchpoint position, attribution percent W shape, revenue W shape, and touchpoint date, sort by touchpoint date.

And there we go.