Import records from Campaign Influence 1.0 into Customizable Campaign Influence

We recommend first testing in a Sandbox, if possible, to become familiar with the process. Follow each of these steps to make sure that everything is removed and added back correctly. If you skip a step, records won't appear where you expect them.

Step 1: Create a Marker Field

1. Confirm Customizable Campaign Influence is enabled.
2. Optional: To use the same Audit Field values as your 1.0 records, create and assign a permission set with the Set Audit Fields Upon Creation permission.
3. Create a new custom field with the following attributes:
   • Object: Campaign Influence
   • Data Type: Checkbox
   • Label: Is 2.0
   • Default Value = True
4. Verify that existing Customizable Campaign Influence records now include the `Is 2.0` value as `True`.

Step 2: Export and Delete Legacy Records

1. Use Apex Data Loader to export Campaign Influence records where the field `Is 2.0` equals `False`, and save the export file.
2. Run a delete job with Apex Data Loader using the export file you just saved.

Step 3: Re-Import as Customizable Campaign Influence

1. Confirm Customizable Campaign Influence is still enabled.
2. Open the export file from earlier and make these edits:
   • Delete the ID column.
   • Change `Is 2.0` to `True` for all records.
3. Import the records.
4. Verify that everything looks as expected.

Step 4: Clean Up

After you're sure that everything is working correctly, you may choose to delete the Is 2.0 field since it's no longer needed.