Loading
Salesforce now sends email only from verified domains. Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Influential Campaigns to an Opportunity

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Add Influential Campaigns to an Opportunity

            When you’re using a custom model with Customizable Campaign Influence and the model set as the default, you manually create campaign influence records. Each time a campaign makes an impact on an opportunity, create a record that identifies the influential campaign, and enter an attribution percentage.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view, add, or update campaign influence records:

            Read and Edit on campaigns and opportunities

            AND

            Marketing User selected in User Detail
            Important
            Important The Primary Campaign Source model uses an Opportunity field to assign influence. To assign 100% of revenue share, enter a campaign in the Primary Campaign Source field instead of creating a campaign influence record.
            1. On an opportunity record, find the Campaign Influence related list.
            2. Click New.
            3. Enter a campaign name or search for one.
            4. Enter an attribution percentage in the Influence (%) field.
              New Campaign Influence modal shows Campaign and Opportunity fields filled in, with 30% showing in the Influence % field.
            5. Click Save.

            See Also

             
            Loading
            Salesforce Help | Article