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Sales Basics
Customizable Campaign Influence

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Customizable Campaign Influence

Campaign Influence is a tool that helps you attribute a percentage of success to influential campaigns. Two versions are available: Campaign Influence 1.0 for Salesforce Classic and Customizable Campaign Influence for Classic and Lightning Experience. The customizable version offers more flexibility in how you assign influence to your marketing activities.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions

Download the PDF Implementation Guide: Campaign Influence Implementation Guide

  • How Customizable Campaign Influence Works
    Customizable Campaign Influence identifies revenue share with standard and custom attribution models that you can update manually or via automated processes. Add Customizable Campaign Influence data in related lists and reports so that your reps can understand which campaigns impact their opportunity pipeline.
  • Switching to Customizable Campaign Influence
    Look at the differences between the two Campaign Influence features and consider what steps are necessary to prepare for transition.
  • Set Up Customizable Campaign Influence
    Review prerequisites for Customizable Campaign Influence. Give users access, and create page layouts and reports to set up your reps for success.
  • Use Customizable Campaign Influence
    Customizable Campaign Influence is a flexible tool that combines sales and marketing data. Choose a predefined model or enter custom influence percentages. To see how marketing efforts impact your pipeline, build reports and dashboards based on active models.
 
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