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Add Customizable Campaign Influence to Page Layouts | Salesforce
Add Customizable Campaign Influence to Page Layouts
Let your marketing users see the campaigns that influence each opportunity and the results of each campaign.
Available in: Salesforce Classic and Lightning ExperienceAvailable in: Professional, Enterprise, Performance, and Unlimited Editions
User Permissions NeededTo modify page layouts:“Customize Application”
NoteThis information applies only to Customizable Campaign Influence and not to the original version of Campaign Influence.
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.
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