Loading
Prepare for Email to Become the Default Login ExperienceRead More
Sales Basics
Create a Custom Campaign Influence Model

You are here:

  1. Salesforce Help
  2. Docs
  3. Sales Basics

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

 
Loading
Salesforce Help | Article