Review prerequisites for Customizable Campaign Influence. Give users access, and create
page layouts and reports to set up your reps for success.
Required Editions
| Available in: Salesforce Classic and Lightning
Experience |
| Available in: Salesforce Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
- Enable Customizable Campaign Influence
When you’re ready to set up Customizable Campaign Influence, turn on the feature in Setup. Then select or create the model you want to use.
- Add Customizable Campaign Influence Related Lists
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.
- Create a Custom Campaign Influence Model
A custom influence model allows users to manually identify how much a campaign influences an opportunity. You can also set up triggers and processes that create campaign influence records.
