This guide provides the necessary steps to create and export attribution and event reports from Salesforce as a .csv file, suitable for importation into Cello. Refer to Salesforce’s official documentation for a more in-depth guide on Building a Report and Exporting a report.

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Step-by-step guide

Follow these steps to generate a report that is compatible with Cello:
  1. Navigate to Reports in Salesforce and select New Report.
Salesforce Reports navigation
  1. Select Opportunities from the available report types and click Continue.
Select Opportunities report type
  1. Configure your report by applying the necessary filters and selecting the desired columns from the panel on the left-hand side.
Configure report filters and columns
  1. Save the report for potential future exports by selecting the Save option.
  2. Click Export to save the report data to a .csv file, suitable for import into Cello.
Export report to CSV Following these steps will yield a .csv report structured for import into Cello that can be leveraged for attribution and event reporting.