I have not been able to find a way to show all campaigns that have been tagged to an opportunity except just looking at the opp in Salesforce. Has anyone else been able to do this? Please help!
1 Answer
OK - so yes, this is reporting on data created by the Add to Campaign button on the Opportunity's Campaign Influence related list
To get the list of Campaigns for a given opportunity, regardless of whether there is a campaign member associated to that Opportunity:
- Reports tab | New Report | Campaigns folder | Campaigns with Influenced Opportunities
- Customize as a Summary Report and summarize by Opportunity name
You'll get a list of Opportunities with 1..n campaigns. The Contact Name column will be null if there is no Campaign Member contact tied to that Opportunity. If there are multiple Campaign Members for the same Campaign, you'll see the Campaign name repeated
To resolve those duplicate entries, two approaches
Approach One Export the report to Excel and remove duplicates where the Opportunity Name + Campaign Name are the same across rows
Approach Two
Add a filter to the summary SFDC report: Contact Name equals <null> - this will show only Campaign + Opportunity
There seem to be some limitations on API access to the related list and junction record (i.e. "there is no access"). See:
tagged?