---
schema_version: "1"
id: 5459c59b3591d0644de3ad299d58a5b06660168b9705d06804296e95a2146ca9
title: Switching to Customizable Campaign Influence
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/campaigns_influence_customizable_switching.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.campaigns_influence_customizable_switching.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 013712914d48348e53f98fb03211f55a088a2bb447b8ebeae075ac2d744ca43c
description: Look at the differences between the two Campaign Influence features and consider what steps are necessary to prepare for transition.
products:
  - Sales Cloud
release: "264"
---
# Switching to Customizable Campaign Influence

Look at the differences between the two Campaign Influence features and consider what steps are necessary to prepare for transition.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

## Feature Differences

Customizable Campaign Influence offers a few capabilities that aren’t found in the original version of Campaign Influence 1.0.

  
| Feature | Campaign Influence | Customizable Campaign Influence |
| --- | --- | --- |
| Available in Salesforce Classic | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |
| Available in Lightning Experience |   | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |
| Primary Campaign Source model | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |
| Primary Campaign Source field appears on related list (Opportunity records) | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |   |
| Auto-association with opportunities | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |
| Multiple Attribution Models |   | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |
| Flexible Influence Attribution |   | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |
| Locked Models |   | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |
| API Access |   | ![Checkmark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/checkmark.png) |

## Prepare to Switch

In addition, there are differences in how the feature looks and its expected behavior.

- User Permissions—Consider whether a user needs access to edit a campaign or opportunity to create campaign influence records. Identify users with View permissions and verify their needs.
- Report Filters—The new Customizable Campaign Influence models aren’t compatible with Campaign Influence 1.0 reports. Create reports that use the new objects and fields.
- Related Lists—The new Customizable Campaign Influence related lists are different from the lists used with Campaign Influence 1.0. Revisit your page layouts and make sure that the correct related lists are added.
- Data Discrepancy—Previously, campaign influence records were created each time a primary campaign source or contact role was identified, even if the same record existed. Customizable Campaign Influence enforces unique relationships in a way that CI 1.0 didn’t, so some values can differ from your previous experience.

#### See Also

- [_Knowledge Article_: Import records from Campaign Influence 1.0 into Customizable Campaign Influence](https://help.salesforce.com/articleView?id=000352450&language=en_US&type=1&mode=1)