Installing the Cleot Attribution App
Prerequisites
- A Salesforce org (Enterprise, Unlimited, or Developer Edition)
- System Administrator access to install packages
- The "Marketing User" permission enabled for users who manage Campaigns
Install from AppExchange
- Visit the Cleot Campaign Attribution App listing on AppExchange.
- Click Get It Now and log in with your Salesforce credentials.
- Choose your installation environment:
- Production for your live org
- Sandbox for testing first (recommended)
- Select Install for All Users or Install for Admins Only (you can adjust permissions later).
- Click Install and wait for the confirmation email.
tip
We recommend installing in a Sandbox first to verify everything works with your existing configuration before deploying to production.
What Gets Installed
The package includes:
| Component | Description |
|---|---|
| Touchpoint (custom object) | The central record linking campaigns to opportunities |
| Attribution Model (custom object) | Defines how credit is distributed |
| Campaign Config (custom object) | Stores campaign type exclusion rules |
| Campaign Member Config (custom object) | Stores member status and lookback filter settings |
| Stage Tracker Config (custom object) | Controls lifecycle stage tracking |
| 5 default Attribution Models | Linear, First Touch, Last Touch, U-Shaped, Time Decay |
| Cleot App Configuration (Lightning page) | Admin UI for managing all settings |
| 5 pre-built reports | Campaign performance, ROI, trends, and more |
| Touchpoint Access (permission set) | Grants access to all Cleot objects and fields |
After Installation
Proceed to Post-Install Setup to configure permissions and add the app to your Lightning navigation.