To implement a custom influence attribution model, first add a model in Setup with a few clicks. Then create a set of triggers and processes that add campaign influence records and assign them to the model. Work with partners if you want help implementing your model.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, and Unlimited Editions|
|To set up Customizable Campaign Influence:||“Customize Application” |
a Sales Cloud or CRM permission set license
This information applies only to Customizable Campaign Influence and not to the original version of Campaign Influence.
From Setup, enter Model Settings in the Quick Find box, and then click Model Settings.
Click New Attribution Model.
Enter a name for the model.
To make this model the primary model, select Is Model Primary.
Only campaign influence records for the primary model appear in the Campaign Influence related list on opportunities. Records from the primary model also appear in the Influenced Opportunities Related list and Campaign Statistics section on campaigns.
To prevent users from adding, editing, or deleting campaign influence records for this model on campaign detail pages, select Is Model Locked.
Records for locked models can only be created and updated via the API.
Optionally, enter a description for the model.