Einstein Attribution relies on certain data and some other Salesforce features. Make sure you have the correct setup before you begin.
Required Editions
| Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise, Performance, or Unlimited Edition |
Prerequisites for Einstein Attribution
- Verify that you’re using the standard Opportunity object and that you have values in the Close Date and Amount fields.
- To get started, Einstein needs data from at least 100 opportunity contact roles (OCRs) that you have defined.
- Connect Account Engagement and Salesforce Campaigns.
- Enable and configure Campaign Influence.
Other Things to Know
- Einstein Attribution considers data from both Account Engagement and Salesforce and removes duplicates for you.
- You can change the Campaign Influence Time Frame at any time, but when you change it, results are likely to change.
- When you use the Data-Driven Model as your default Campaign Influence model, select Records with >0% attribution in the Record Preference dropdown.
- We recommend that you don’t edit or delete campaign influence records created by the Data-Driven Model via the API. Your changes are overwritten each time the model is recalculated.
- If someone deletes or deactivates the opportunity stage used as the success milestone, the Data-Driven Model stops running and an error appears on the Einstein Attribution Setup page.