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Sales Basics
Configure Campaign Influence

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Configure Campaign Influence

To enable Campaign Influence 1.0, add the Campaign Influence related list to Opportunity page layouts and decide whether to configure the optional auto-association settings.

Required Editions

Available in: Salesforce Classic
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To set up Campaign Influence: Customize Application
Note
Note This information applies only to Campaign Influence 1.0 and not to Customizable Campaign Influence .
  1. From Setup, in the Quick Find box, enter Opportunities, and select Page Layouts.
  2. Select a page layout to work with.
  3. Drag in the Campaign Influence related list.
  4. To turn on auto-association, enter Influence in the Quick Find box, open Auto-Association Settings, and then select Enabled.
  5. To customize auto-association, enter a time frame or other rules to limit when a campaign is auto-associated.
    Auto-Association page shows Campaign Influence Eligibility Limits and Auto-Association Rules.
  6. Save your work.

When auto-association is enabled and the campaign meets the criteria that you specified, it’s added automatically to the related list on an open opportunity. The entry includes the contact’s name, contact role, and campaign member status.

If you don’t enable auto-association, users manually add campaigns to the related list.

 
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