Import records from Campaign Influence 1.0 into Customizable Campaign Influence

Note: 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. 

1. Enable Customizable Campaign Influence     

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.
 

5. Use Apex Data Loader to export Campaign Influence records where the field Is 2.0 equals False, and save the export file.
 

6. Run a delete job with Apex Data Loader using the export file you just saved.
 

7. Enable Customizable Campaign Influence
 

8. Open the export file from earlier and make these edits.

-- Delete the ID column.

-- Change Is 2.0 to True for all records.
 

9. Import the records. 
 

10. Verify that everything looks as expected. 

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.