Campaign Influence Related List Does Not Appear on the Opportunities Page

This article explains how to fix a Campaign Influence related list that does not appear on the Opportunity page, even when permissions and the page layout look correct.

Check the User's Personal Page Layout Settings

You need to ensure that the related list is first added to the page layout. The page layout set by the administrator should either override the user's personal setting, or the user's personal setting must contain the related list.

Steps to check the Personal Settings of a user to see if the related list is added:

1. Click the avatar icon and click the Settings menu.
2. On the left side, click Display and Layout.
3. Open Customize My Pages.
4. On the dropdown, select Opportunities.
5. From the Available List, select Campaign Influence and add it to the Selected list.
6. Click Save.

Notes

• The profile of the user also needs to have 'Read' on Contacts to display the Campaign Influence related list.
• If you don't see 'Campaign Influence' in the available list, check that your Campaign Influence Setting is enabled. See Campaign Influence Related List not available on Opportunities.
• To view and edit Campaign Influence related lists, users need the Campaign Influence permission and a Sales User, Service User, or CRM User permission set license. See Add Customizable Campaign Influence Related Lists.

For example, if an admin adds Campaign Influence to the org-wide Opportunity page layout but a sales rep still can't see it, checking that rep's personal 'Customize My Pages' settings often reveals the related list was removed there individually.