Attribution Initial Configuration

  • Updated

After you've installed Attribution for the first time you must execute a few automated jobs to properly initialize it within Salesforce.

In Salesforce, open the Demandbase Attribution App from the Apps drop down menu in the top left.

SalesforceAttribution.png

The Demandbase Attribution tabs open. On the Attribution Jobs tab, the following links execute additional setup jobs in Salesforce.

AttributionJobsTab.png

  • Create Default Global Settings creates the default Attribution Global Settings record if there isn't one there already. 
  • Create Default Configuration creates the default Attribution Configuration record along with default Attribution journey stages and out-of-the-box configuration settings.
  • Create Default Job List: creates the initial backend setup required for the Attribution Scheduler.

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