Questions tagged [campaign-influence]

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45 views

Simulate Campaign Influence record creation in Test Classes

We have enabled Customizable Campaign Influence in one of our orgs. There we are using Primary Campaign Source Model as the default model since we wanted to migrate from the old Campaign Influence ...
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16 views

Correct rounding of campaign influence amount

It looks like it is a rounding error. If you look at this oppy: It’s a 1 million oppy with 2 contact roles. One of whom (Barfunkel) participated in 2 campaigns and has “responded” status. The other (...
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28 views

Campaign influence in Experience cloud(community)

I've created a report that has the campaign influence object in it and when I add it as a report chart in experience builder(community builder) an error is display stating: "you need access to ...
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1answer
122 views

Query CampaignMember associated to CampaignInfluence record

I'm trying to get to attributes about the associated campaign member record when querying Campaign Influence. Unfortunately there is no field such as CampaignMemberId that I can see on the object. Is ...
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86 views

sfdx package version create error: CustomizableCampaignInfluence report type is not available

I'm trying to create an unlocked package version with sfdx. The package has components that require custom campaign influence to be enabled in the org, and I have the appropriate setting in my ...
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3answers
181 views

Can't add Campaign Influence Apex Trigger to packages?

I'm trying to create an unlocked package that uses an Apex trigger to create campaign influence records for a custom campaign influence model. I keep running into errors that seem to be caused by the ...
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0answers
23 views

How to truncate CampaignInfluence

CampaignInfluence is consuming a large amount of storage as you can see. Now I've tried to access the object through Workbench etc but no luck. Anyone managed to access the object and do some cleaning ...
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1answer
957 views

Add to Campaign Button missing on campaign influence related list

I have added campaign influence related list to opportunity, here is the screenshot of the list I have created relevant permission set with CRM User assignment but still i am not able to see "Add to ...
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1answer
17 views

Associate a contact with its Account [closed]

Want to export account information with the contact(s) associated with it including their email and import to Pardot to create a drip marketing campaign.
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1answer
84 views

How do you do multi-channel campaign analysis?

A campaign in Salesforce describes the activity: what the lead did, but it doesn’t tell us where the lead came from. When we do our influence reporting we want to know how well each activity is doing ...
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0answers
189 views

Can One Campaign Influence an Opportunity More Than Once?

We are using customizable campaign influence. For now I have two models, First Touch and Last Touch. I'm deriving these from the Responded date of a Campaign Member relative to the Account, so it is ...
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1answer
21 views

Oppty Field Dissapeared from Campaign Page

When creating Campaigns, the Opty field has disappeared from the specific campaign's page. Campaign Hierarchy, Open Activities, Activity History, Attachments, and Campaign Members all appear when ...
1
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1answer
427 views

Is it possible to create CampaignInfluence records via apex?

As per https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_campaigninfluence.htm this documentation salesforce has started exposing CampaignInfluence object. But when I ...
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1answer
334 views

How to add custom buttons to Campaign Influence Related List? (Customizable Campaign Influence)

I've enabled Customizable Campaign Influence and can not add a custom button to Campaign Influence related list. Does anyone now whether it is possible?
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1answer
2k views

Campaign Influence Model - Even Distribution

I turned on Campaign Influence and it appears to be working correctly. When a contact is added to a campaign, that influence is showing in the new related list of the opportunity. Primary campaign ...
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1answer
714 views

configure influential campaigns to be automatically added to opportunities

The issue that we would like to retroactively associate previously-closed opportunities that are already existing in the system with campaigns. We would like this process to run through the ...
2
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0answers
2k views

Removing duplicates from a SObject Collection in Visual Flows

I am trying to tackle creating multi-touch campaign attribution using visual workflows and am running into a particular use case. To look at all of the Campaigns that are related to the Opportunity, ...
1
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1answer
356 views

turn an APEX trigger into scheduled batch update

I wrote an APEX script for the campaign object that updates when the campaign updates. Unfortunately I am running into the issue of hitting limits. Also, it would be a lot more useful if the data ...
4
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1answer
5k views

How can I resolve deployment error: "Error: Invalid field:OPPORTUNITY.NAME in related list:RelatedCampaignInfluence2CampaignList"

While attempting to deploy a campaign layout that contains a related list for Campaign Influence, I get an error: Error: Invalid field:OPPORTUNITY.NAME in related list:...
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1answer
190 views

Campaign Influence working behaviour

Let's say an Opportunity is created and closed won yesterday with a buyer name attached. And that buyer is not attached to any campaign yesterday, but is attached to a Campaign today. Do we see that ...
2
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1answer
2k views

Where is CampaignInfluence object?

With the release of Winter '17, API access to Campaign Influence is opened. But when I tried to access campaign influence using the Developer Console or Data Loader it is showing ...
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2answers
281 views

Make all campaigns in Opporunities' - campaign influence related list as PRIMARY CAMPAIGN SOURCE

As shown in the below picture, Opportunity - 'Ethan Hunter' has two campaigns under campaign influence related list. In that Chat Campaign is marked as Primary Campaign Source. I would like to have ...
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1answer
133 views

Campaign Influence without Contact

We have enabled Campaign Influence in our org, and it seems to be working correctly. But looking at a Campaign Influence report, it appears that about 20% of Campaign Influences do not seem to have a ...
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1answer
798 views

What does disable Campaign Influence actually do?

According to the message on the page where you disable it: "Users must designate influential campaigns using the related list on the opportunity" What actually seems to happen is this. When ...