Revenue Influence

This section describes how to activate SlapFive's native Revenue Influence tracking and reporting capabilities.

Upgrade to the latest version of the Salesforce App

You must be on the latest version of the SlapFive Advanced Salesforce App. Click here to install or upgrade.

Set up Revenue Influence in Client Settings

1. Go to Admin > Client Settings > Revenue Influence tab.

2. In the Influence Activity Type Scoring section, modify the Default Score for each Influence Activity if you want a different score for what is already there, and click Save. Focus on:

   1. Fulfillment - the score assigned when Request Fulfillment Members are Completed.

   2. View - the score assigned when Stories or Boards are shared and viewed.

   3. Referral Activity - the score assigned when a customer submits a referral.

3. In the Refresh Influence Events section, click the Refresh button. This creates SlapFive Revenue Influence Event and Influence Activity records for all Requests and Shares/Views that already exist in SlapFive with Opportunity IDs attached.

4. In the Backfill Missing Opportunities section, click the Create Missing Opportunities button. This creates full SlapFive Opportunity records for every Opportunity ID entered on a Request.

Copy Revenue Influence Dashboard to Client Instance

This is performed by your SlapFive CSM.

1. Go to Admin > Manage Clients > Clients tab.

2. Scroll down to the client instance, and click the blue Copy Sandbox Dashboards button.

3. Go to Dashboards, and verify that the Revenue Influence dashboard tab appears.

Activate the Refresh Opportunities automation

This is performed by SlapFive. In the SlapFive Automation Server, activate the automation that refreshes SlapFive Opportunity data from the corresponding records in the CRM.