To view Customizable Campaign Influence records, add related lists to campaign,
opportunity, and account page layouts. Data in related lists is limited to the model marked as the
default model in Setup.
Required Editions
Available in: Salesforce Classic and Lightning
Experience
Available in: Salesforce Professional, Enterprise,
Performance, Unlimited, and Developer Editions
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.
Related List
Page Layout
Description
Campaign Influence
Opportunity
Shows campaigns that have touched the opportunity. Users can create Campaign Influence
records from here.
Influenced Opportunities
Campaign
Shows opportunities influenced by the campaign. Users can edit Campaign Influence
records from here.
Campaign Influence
Account
Two charts show revenue share grouped by individual campaigns and by campaign type. Expand
the list to see opportunities associated with the account alongside related campaign amount,
revenue share, and contact name.
In the Salesforce mobile app, this related list doesn’t include charts.
Note
To add additional fields to a related list, such as Lead ID, edit the related list in Page
Layouts and select from the Available Fields.Customizing Related Lists
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