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.
