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            Enable Customizable Campaign Influence

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            Enable Customizable Campaign Influence

            When you’re ready to set up Customizable Campaign Influence, turn on the feature in Setup. Then select or create the model you want to use.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To enable Campaign Influence:

            Sales Cloud User, Service Cloud User, or CRM User permission set license

            AND

            Customize Application
            To view Campaign Influence records:

            Campaign Influence permission set

            AND

            Read on campaigns and opportunities

            AND

            Marketing User selected in User Detail

            For Account Engagement users, we recommend turning on Connected Campaigns before you set up Customizable Campaign Influence. Connecting your campaigns shares Account Engagement marketing data with Salesforce to give you a bigger picture of performance.

            1. From Setup, enter Influence in the Quick Find box, and then select Campaign Influence Settings.
            2. Under Campaign Influence, select Enabled.
            3. If you use Account Engagement, choose whether to enable Additional Campaign Influence Models.
              These models don’t support custom fields in auto-association rule criteria.
            4. Under Campaign Influence in Setup, select Auto-Association Settings. Then enter the criteria that you want to use to limit associations by time frame or field values.
              For best results, use the lookup icon to add multiple criteria in the Value fields.
              Setup page that shows Eligibility Limits and Auto-Association Rules forms, which provides Field, Operator, and Value options.
            5. To review a model’s details, click Model Settings and edit a model from the list.
            6. To show data in related lists, edit a model and select Default Model.

            See Also

             
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