MagicRobot 3.38!

MagicRobot continues to expand its world-class matching functionality!  We’ve introduced even more administrative flexibility — and you now have the ability to look at the evenly spread influence from all responses before and during the sales cycle, and find influence & create contact roles for Contacts from an additional custom “alternate account” field, such as a Partner Account.

We’ve also improved the application’s error handling and its ability to re-analyze based on your data changes.  MagicRobot will now dynamically re-analyze Opportunities if any campaign or contact data change in a relevant way.  If MagicRobot encounters any errors, it will continue to try to reanalyze those trouble records until the errors are resolved.  Additionally, MagicRobot will proactively notify administrators of the errors and how to resolve the errors, including a new setting Admins can reference in Validation Rules to ensure MagicRobot can make the updates the Admin has programmed MagicRobot to make.

Please see below for details but don’t hesitate to contact us at [email protected]!

Key 3.38 Release Features:

Expanded insights:

Improved technology

Implementing the Expanded Closers Model and 6th Model, “General & Closer Model”

In the MagicRobot settings, you will now see and can select a checkbox to Activate the expanded closer model:

Check that box, then save that setting.

If you are an existing MagicRobot customer that wants to activate this functionality:

  • Consider installing the extension package to add campaign fields and Visualforce for the expanded models here
  • You will want to ask MagicRobot to re-analyze opportunities based on close date (to at least capture currently open opportunities):

To do that, on the settings tab, push button #1:

Next, when prompted, put in today’s date in this area.  That will tell MagicRobot to re-analyze any opportunities with a close date of today or later.  Thus, it will fill in data in the new models:

Now, click the confirmation button: “Yes, Run the Analyzer”:

Now MagicRobot will begin creating new Campaign Influence Split records for a new model, the “General & Closer” model and it will also analyze Open and Closed Lost Opportunities within the Closer Model!

Back to top

Check out the new splits dashboard!

Search for “MagicRobot Influence Splits Dashboard”:

Like all MagicRobot reporting, this dashboard and its reports are here to give you ideas and/or templates to customize to your own needs.  But note that we’ve created the splits reports to really focus on Opportunity, Account, Contact, and time-based factors, as those attributes require the flexibility of the Campaign Influence Split object.

Back to top

Easy-select of client custom Opportunity field to omit Opportunities from MagicRobot analysis

Easy-select of client custom Opportunity field to override Amount (e.g. ARR, ACV, etc…)

Easy-select of client custom Opportunity-to-Account lookup field to look for influence from an alternate account (e.g. Primary Partner Account, Resold Account, etc…)

Back to top

Dynamic Reanalysis

MagicRobot’s logic now will queue up records for dynamic analysis the “next time MagicRobot runs” based on these conditions:

ObjectChangeEffect
Campaign MemberCampaign Members created or updated since last job runMagic Robot identifies the Opportunities that could have been affected based on your settings and queues those opportunities up for re-analysis
ContactCreated (or converted from Lead)""
Opportunity Contact RoleCreated, modified""
OpportunityField changes: Amount, Amount Override, Close Date, Currency, StageMagic Robot identifies the Campaigns & Campaign Influence Splits that could have been affected based on the edits and queues those up for re-summarization
Campaign Currency Field changes""
Exchange RatesExchange rates are created or edited""
OpportunityCreated; Field Changes: Omit from Campaign Influence?, Alternate Account Lookup, Stage (in or out of IsWon), Created Date override, Primary Campaign Source omit?Queues opportunity up for re-analysis

Back to top

Improved Exception Handling & Custom Setting to allow Validation Rule bypass

MagicRobot uses an improved framework for passing records between jobs and exception handling.  Records queued up for analysis are represented by a record of the custom object “Ids to Examine”.

Upon completion of MagicRobot’s jobs, if there were any errors, MagicRobot will email the running user with the details of the error and a prescription for changing notifications and/or resolution:

Back to top

Custom setting to bypass validation rules

When MagicRobot’s jobs encounter errors, you may ask your salesforce admin to add the following logic to the validation rules that are causing the errors (or grant MagicRobot support access to your org and we’ll do it for you!):

AND(
NOT($Setup.Camp_Inf__MagicRobotValidation__c.Camp_Inf__MR_Running__c),
    {the rest of your validation rule goes here}
)