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.

Available in: Salesforce Classic and Lightning Experience

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

Feature Differences

Customizable Campaign Influence offers a few capabilities that aren’t found in the original version of Campaign Influence 1.0.

Feature	Campaign Influence	Customizable Campaign Influence
Available in Salesforce Classic
Available in Lightning Experience
Primary Campaign Source model
Primary Campaign Source field appears on related list (Opportunity records)
Auto-association with opportunities
Multiple Attribution Models
Flexible Influence Attribution
Locked Models
API Access

In addition, there are differences in how the feature looks and its expected behavior.

User Permissions—Consider whether a user needs access to edit a campaign or opportunity to create campaign influence records. Identify users with View permissions and verify their needs.
Report Filters—The new Customizable Campaign Influence models aren’t compatible with Campaign Influence 1.0 reports. Create reports that use the new objects and fields.
Related Lists—The new Customizable Campaign Influence related lists are different from the lists used with Campaign Influence 1.0. Revisit your page layouts and make sure that the correct related lists are added.
Data Discrepancy—Previously, campaign influence records were created each time a primary campaign source or contact role was identified, even if the same record existed. Customizable Campaign Influence enforces unique relationships in a way that CI 1.0 didn’t, so some values can differ from your previous experience.