Upgrading to the newest version of Orca requires two settings within Salesforce to be enabled, Experience Sites and Surveys. We'll walk you through how to enable these features and how they are used in Orca.

Experience Sites

Experience Sites are a great way to host both protected and public content that is hosted by your Salesforce instance to prospects and customers. Orca utilizes these sites to host public feedback landing pages and the scheduler.

Please follow Salesforce's documentation on how to enable experience sites here. After these steps have been enabled, we recommend you create two new sites. One for the scheduler and one for the feedback collection settings.

Here are two examples of sites we use at Orca for our demos.

Experience sites are not required post installation for the core functionality of Orca. The Orca scheduler leverages an experience site to share the scheduling functionality publicly with your advocates and prospects. The same functionality can be managed entirely within your Salesforce instance without an experience site as well.

Documentation regarding access to manage experience sites can be found here. Below is a screenshot of the required user permissions per access level.

Surveys

Salesforce Surveys are easy ways to collect information about a user's experience with a tool or engagement. Within Orca, workflows can be created to send feedback request to advocates and prospects to learn about the effectiveness of particular reference calls.

For example, after the reference meeting has taken place, a feedback survey can be sent to the advocate and the prospect to learn if the meeting happened, and those individuals NPS score on the meeting outcome.

Salesforce provides documentation on how to get the survey feature setup, please use the screenshot below as a reference on how to get the surveys setup in your instance.

As you can see, the surveys are enabled & a default community has been selected for public survey invitations (a requirement for collecting feedback from advocates & prospects). After you enabled the experience sites from the steps above, you would have been able to create a default site for the feedback collection process which could be used here.

Access to provide additional user access to surveys requires your System Administrator approval. Please review this documentation for more information.

Campaign Influence

Campaigns within Salesforce have a lot of uses and flexibility. One of the features within the campaign model is the ability to attribute an opportunity amount influence % via a "model".

Within Orca, on the advocate detail view, there is now an opportunity to attach advocate detail records to campaigns and assign an influence percentage so you can track the progress of an advocacy marketing campaign.

To ensure you have this enabled, please type campaign influence settings into the setup search bar and confirm the checkbox is enabled (see screenshot below).

Campaign influence is another feature required to be enabled on installation, but is not required for the core functionality of Orca. Please review this documentation from Salesforce on how users might engage with campaign influence and what levels of permission are required.

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