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            Create a Custom Campaign Influence Model

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            Create a Custom Campaign Influence Model

            A custom influence model allows users to manually identify how much a campaign influences an opportunity. You can also set up triggers and processes that create campaign influence records.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create a custom model:

            Customize Application

            AND

            Read on campaigns and opportunities

            AND

            Marketing User selected in User Detail
            1. From Setup, enter Influence in the Quick Find box, and then click Model Settings.
            2. Click New Attribution Model.
            3. Enter a name, unique name, and model description.
            4. To show the model’s data in related lists, select Default Model.
            5. To prevent users from creating or editing influence records, select Locked.
            6. In the Record Preference dropdown, select All Records.
            7. Save your work.

            Now that the model has been created, you can set up Apex triggers or create influence records via the API.

            If your custom model is set as default, users can create influence records manually from an opportunity’s Campaign Influence related list.

            See Also

             
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