Required Actions
-
If you already have the V2 package installed, you must update it to the new consolidated version.
-
If you have reports or dashboards from any Reporting package, you can easily recreate them without any modifications required, since all the fields exist in the consolidated package.
-
If you have reports using fields in the V2_EXT package, you can recreate them in the consolidated package through the steps below:
- All the data in V2_EXT fields are available in Touchpoint fields, so you can modify your reports to fetch data from corresponding V2 touchpoint fields by adding a filter on the touchpoint position.
- Example report fetching all leads with Ad Content FT containing “Outreach” text.
- V2_EXT query:
- bizible2_ext__Ad_Content_FT__c contains Outreach
- V2_EXT query:
-
Corresponding query in the consolidated package:
- bizible2__Touchpoint_Position__c contains FT AND
- bizible2__Ad_Content__c contains Outreach
FAQ
Will the consolidated package have conflicts with fields in my existing package?
You don’t need to uninstall your package before installing the consolidated package. There will be no conflicts in fields since they are in a different namespace.
How can I backfill the data from my current packages?
You can file a ticket with Support for backfilling and reprocessing BT/BAT data to fill in Touchpoint ID and Form ID fields.
Will the fields in V1 and V2_EXT packages be available in the consolidated package?
Yes. The consolidated package contains the same fields in V1 with further breakdowns by objects and V2_EXT fields through Touchpoint fields.
Can reports that use V2_EXT fields be re-created in the consolidated package?
Yes. Follow the steps in the Required Actions section.