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            Add Campaign Influence Manually

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            Add Campaign Influence Manually

            You can track campaign influence manually by adding it to the Campaign Influence related list. When you add to a campaign manually, you don’t select a specific contact, so names and campaign member statuses aren’t shown.

            Required Editions

            Available in: Salesforce Classic
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view the Campaign Influence related list:

            Read on campaigns

            AND

            Read on opportunities
            To manually add influential campaigns:

            Read on campaigns

            AND

            Read and Edit on opportunities

            AND

            Marketing User selected in User Detail
            Note
            Note This information applies only to Campaign Influence 1.0 and not to Customizable Campaign Influence.
            1. Open an opportunity record.
            2. Find the Campaign Influence related list, and click Add to Campaign.
            3. Enter a campaign name or use the lookup.
              Edit Campaign Influence form shows a campaign selected with the Primary Campaign Source field selected.
            4. To allocate 100% of the influence to a campaign, select Primary Campaign Source.
              You can select only one campaign as the primary campaign source. To change the selection, deselect the checkbox on one campaign so that you can add it to another.
             
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