Demandbase Attribution creates Journey Summary records for Opportunities, Accounts, and People in Salesforce to calculate stage-by-stage conversion rates and velocities, among other metrics.
For each Journey that the job works on, Attribution:
- Looks for a Journey Summary record associated with the same record.
- If there is no existing Journey Summary record, creates one.
- Adds the Transition DateTime data from the Journey to the mapped Journey Summary DateTime field.
- Checks the Journey checkbox when the journey stage has been processed.
We’ll use an opportunity example below, but it works the same for Accounts and People.
- In Salesforce, go to the Demandbase Attribution application.
- On the Attribution Jobs tab.
- Click the Create/Update Journey Summary Records link.
For example, an Opportunity may have the following Journey records:
- Opportunity transitioned to stage Closed Won on Datetime 3
- Opportunity transitioned to stage Pipeline on Datetime 2
- Opportunity Created into the stage Opportunity Created on Datetime 1
Demandbase Attribution adds Information from each of those Journeys to the Journey Summary record related to the Opportunity. If there isn't a Journey Summary record already, then the job creates one. For example, for an opportunity, Demandbase Attribution:
- Creates Journey Summary record for the Opportunity (if one doesn't already exist)
- Adds Datetime 1 into the Opportunity Created Datetime field on the Journey Summary
- Adds Datetime 2 into the Pipeline Datetime field on the Journey Summary
- Adds Datetime 3 into the Closed Won Datetime field on the Journey Summary
Here's what the new Journey Summary record looks like:
On the Opportunity, Demandbase Attribution displays:
- The transitional Journey records for each stage of the Journey,
- A record that captures the timestamps of each of the stages on the Journey Summary record, and
- A Journey checkbox for each Journey record to indicate whether this job has processed that stage or not.
On the Journeys records, Journey is now checked, meaning it’s processed.