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Post-Install Setup

After installing the app, complete these steps to get up and running.

1. Assign Permission Set​

Assign the Touchpoint Access permission set to all users who will interact with the app — admins, marketing, and sales users.

  1. Go to Setup > Permission Sets
  2. Click Touchpoint Access
  3. Click Manage Assignments > Add Assignment
  4. Select the users and click Assign

2. Add the Configuration Tab​

Add the Cleot App Configuration tab to your Lightning app:

  1. Go to Setup > App Manager
  2. Find your Lightning app (e.g., "Sales" or "Marketing") and click Edit
  3. Go to the Navigation Items section
  4. Add Attribution Configuration from the available items
  5. Click Save

The configuration tab gives admins a single place to manage attribution models, campaign exclusions, filters, and stage tracking.

3. Verify Default Models​

The app ships with five attribution models:

ModelTypeDescription
LinearEvenEqual credit to all touchpoints (default)
First TouchPosition-Weighted100% credit to the first touchpoint
Last TouchPosition-Weighted100% credit to the last touchpoint
U-ShapedPosition-Weighted40% first, 20% middle, 40% last
Time DecayTime-DecayExponential decay with 7-day half-life

To verify: go to the Cleot App Configuration tab and check that the Attribution Model dropdown shows all five models.

4. Enable Marketing User Permission​

Users who create or manage Campaigns need the Marketing User checkbox enabled on their User record:

  1. Go to Setup > Users
  2. Edit the relevant user
  3. Check Marketing User
  4. Click Save
warning

Without Marketing User enabled, Campaign-related triggers may fail silently. Ensure all users who create Campaigns have this permission.

5. Optional: Configure Stage Tracking​

If you want touchpoints to capture lifecycle stages (e.g., "Lead - MQL", "Opportunity - Negotiation"):

  1. Go to the Cleot App Configuration tab
  2. Click the Other Settings tab
  3. For each object type (Lead, Contact, Opportunity):
    • Toggle tracking On
    • Select the field to track (e.g., Status for Leads, StageName for Opportunities)
    • Choose which values to capture
    • Click Save

See Stage Tracker Configuration for detailed instructions.

You're Ready​

Once permissions are assigned and the tab is added, the app begins working automatically. Any new Campaign Members added to active Campaigns will generate touchpoints. See How It Works to understand the automation.