To view Customizable Campaign Influence records, add related lists to campaign, opportunity, and account page layouts. Data in related lists is limited to the model marked as the default model in Setup.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions |
To view and edit Campaign Influence related lists, users need the Campaign Influence permission and a Sales User, Service User, or CRM User permission set license.
| Related List | Page Layout | Description |
|---|---|---|
| Campaign Influence | Opportunity | Shows campaigns that have touched the opportunity. Users can create Campaign Influence records from here. |
| Influenced Opportunities | Campaign | Shows opportunities influenced by the campaign. Users can edit Campaign Influence records from here. |
| Campaign Influence | Account |
Two charts show revenue share grouped by individual campaigns and by campaign type. Expand the list to see opportunities associated with the account alongside related campaign amount, revenue share, and contact name. In the Salesforce mobile app, this related list doesn’t include charts. |
Note
- To add additional fields to a related list, such as Lead ID, edit the related list in Page Layouts and select from the Available Fields.Customizing Related Lists
- Some fields from Campaign Influence version 1.0 related lists aren’t available in Customizable Campaign Influence related lists. Switching to Customizable Campaign Influence