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            Use Customizable Campaign Influence

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            Use Customizable Campaign Influence

            Customizable Campaign Influence is a flexible tool that combines sales and marketing data. Choose a predefined model or enter custom influence percentages. To see how marketing efforts impact your pipeline, build reports and dashboards based on active models.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            • 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.
            • Find Campaign Influence Results
              Customizable Campaign Influence offers a few ways to explore these influential relationships, from the record-level to a more aggregate view.
             
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