OR Unmanaged Package

Question 1

What is included in OR’s unmanaged package?

Answer 1

1) Engagement panel which is linked to Lead/Contact Objects, and 2) SEQ/revenue Attribution Package which links SEQ and Pipeline

Question 2

What is the engagement panel?

Answer 2

Set of pre-defined fields which allows for detailed info to be pushed from OR to SFDC

Question 3

What is the SEQ/revenue attribution package?

Answer 3

Sources the last SEQ a contact/lead was active in from the relevant Object and adds the field to the linked Opportunity Record.

Group report by SEQ name to get Pipeline attribution based on SEQ

Question 4

How do you install and configure the package?

Answer 4

1) Installing package in SFDC, 2) Syncing fields from OR to SFDC

See “Installing the Unmanaged Package” OR Uni. course for detailed walkthrough