Questions tagged [campaign-influence]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0
votes
0answers
25 views

How to remove contacts from campaigns once they have visited and completed the donation from email sent from marketing cloud

Configure completed donors in marketing cloud. I am working on NPSP cloud in Salesforce. We are using marketing cloud to send emails for the fundraisers, and when someone makes the donation I want to ...
0
votes
0answers
54 views

'Add To Campaign' button not showing in Lightning

We are transitioning from Salesforce Classic to Lightning UI. We also updated to customizable Campaigns. We are seeing that now the sales reps that used to have a 'Add To Campaign' button on the ...
0
votes
0answers
18 views

Custom Campaign Influence Model Apex

The recommended solution as per help for creating custom CampaignInfluence(CI) records is to clone/modify the Primary campaign Influence records that Salesforce automatically creates.I believe this is ...
0
votes
1answer
50 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 ...
3
votes
0answers
63 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 ...
1
vote
3answers
103 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 ...
0
votes
0answers
15 views

Campaign from Classic to Lightning

We are currently in the process of migrating from Classic Interface to Lightning. We have the campaign Influence disabled in the Classic and have a Auto association setting enabled in our Production ...
0
votes
0answers
19 views

Campaign Influence Models

I am reading the Salesforce Customizable campaign influence model and see that with pardot, you can have the following campaign influence models: First Touch Last Touch Even Distribution Is this not ...
1
vote
0answers
17 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 ...
1
vote
1answer
620 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 ...
0
votes
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.
1
vote
1answer
67 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 ...
1
vote
0answers
134 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 ...
0
votes
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
vote
1answer
365 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 ...
0
votes
1answer
287 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?
0
votes
1answer
1k 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 ...
0
votes
1answer
604 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
votes
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, ...
0
votes
1answer
298 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
votes
1answer
4k 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:...
0
votes
1answer
184 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
votes
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 ...
0
votes
2answers
259 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 ...
0
votes
0answers
119 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 ...
1
vote
2answers
608 views

Primary campaign source field is not updating on Opportunity

I wrote an apex code to update the primary campaign source field on opportunity depending on the contact field Contact__c on opportunity. If the contact has an active campaign, then associate ...
1
vote
1answer
709 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 ...