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.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To view, add, or update campaign influence records:	Read and Edit on campaigns and opportunities AND Marketing User selected in User Detail

Important The Primary Campaign Source model uses an Opportunity field to assign influence. To assign 100% of revenue share, enter a campaign in the Primary Campaign Source field instead of creating a campaign influence record.

1. On an opportunity record, find the Campaign Influence related list.
2. Click New.
3. Enter a campaign name or search for one.
4. Enter an attribution percentage in the Influence (%) field.
   
5. Click Save.

See Also

• Add Customizable Campaign Influence Related Lists