|User Permissions Needed|
|To set up Customizable Campaign Influence:||“Customize application”|
Ensure that you have either the Sales Cloud or CRM permission set license assigned to your
These permission sets allow you to enable and manage Customizable Campaign Influence.
Enable Customizable Campaign Influence in Setup.
Out of the box, the Salesforce influence model is selected as the primary model. Only The Salesforce model supports auto-association. Auto-association adds campaigns to opportunities automatically when the contact on an opportunity is also a member of a campaign. The Salesforce model is always locked. For a locked model, campaign influence records can only be added or edited via workflows and the API. Your users can’t add records manually in Salesforce.
- If you use the original version of Campaign Influence, choose whether to migrate existing campaign influence records with 0% attribution to the new Salesforce model.
If you plan to implement your own methods of assigning credit for opportunities to
campaigns, add your own custom attribution models.
If you set up more than one influence model, designate one of them as the primary model. The primary model’s records appear in the Campaign Influence related list on opportunities and the Influenced Opportunities related list on Campaigns.
- Assign the Campaign Influence permission to sales and marketing users who need it.
Add the Campaign Influence related list to Opportunity page layouts.
This related list shows the campaigns that have touched the opportunity. Only campaign influence records from your primary influence model appear in the list.
Add the Influenced Opportunities related list to Campaign page layouts.
This related list shows the opportunities influenced by the campaign. Only campaign influence records from your primary influence model appear in the list.
Add the Campaign Results section to Campaign page layouts.
The Campaign Results section shows the total amount brought in by the campaign, based on your primary campaign influence model.