Customizable Campaign Influence offers a few ways to explore these influential relationships, from the record-level to a more aggregate view.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions |
To get granular data about specific records, check out the related lists on opportunities, campaigns, and accounts.
- For opportunities and accounts, review the Campaign Influence related list.
- For campaigns, review the Influenced Opportunities related list.
To get a broader view of your opportunity pipeline, generate the Campaigns with Influenced Opportunities (Customizable Campaign Influence) standard report. This report provides opportunity data, such as amount, stage, and revenue share, alongside helpful campaign details. The Contact column includes primary campaign members only. The Opportunity Contact Role object and cross-filtering aren’t available in this report. After you generate a source report, you can create a dashboard.
For more control, build custom reports that show relationships such as these examples.
- Campaigns with Influenced Opportunities
- Opportunities with Campaign Influence
- Contacts with Campaign Influence
- Accounts with Campaign Influence