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Creating Opportunity from Contact creates Newest campaign as the Primary in Campaign Influence Related List.

Knowledge Article Number 000221313
Description When a user attempts to create an Opportunity from a Contact that has Campaigns already associated with the record.  Upon creating the new Opportunity, the contacts newest Campaign related to the Contact Record will populate as the Opportunities Primary Source Campaign.  This will also show on the Campaign Influence related list as the Primary campaign.

This will occur even if filters are in place for the Campaign Influence as well if the Primary Source Campaign auto populated information is not removed upon the Edit Screen when creating the new Opportunity from the Contact.
Resolution If the auto populated Primary Source Campaign is not intended to be on the opportunity as the Primary Campaign, users can remove this on the edit screen while creating the new Contact.

 




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