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How to Create An Advanced Self Reported Attribution in Salesforce
Prospect listened to a podast, saw your booth at an event, read a review of your software on a comparison website, there are multiple exemples where you might want to capture the "How did you hear from us" data in Salesforce.
Prospect listened to a podast, saw your booth at an event, read a review of your software on a comparison website, there are multiple exemples where you might want to capture the "How did you hear from us" data in Salesforce.
It's a great start to start gathering data to understand "dark activities", but it's still missing granularity.
In order to capture more data, you can simply add a screen flow on your lead record in Salesforce.
Self reported attribution influence is automatically capture by Heeet for each form filled (A)
Depending on "self reported attribution" (podcast, review site,...), a datatable will display potential corresponding campaigns (B) and allow your sales represenative to select the corresponding campaign.
When your sales representative select a campaign (C), the existing self reported influence is automatically associated with the relevant campaign and lead acquisition costs are updated (D)
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