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hsidok Campaign Influence Model
Hi,
Whenever going to create a campaign influence record under opportunity, the campaign influence model always set as default model. How to change the different campaign influence model while creating a new campaign influence record.
Please advice me.
Thanks,
Whenever going to create a campaign influence record under opportunity, the campaign influence model always set as default model. How to change the different campaign influence model while creating a new campaign influence record.
Please advice me.
Thanks,
Campaign influence records show which campaigns have influenced a specific opportunity. To let users see which campaigns contributed to their opportunities, add the Campaign Influence related list (1) to your Opportunity page layouts. The Campaign Influence related list only displays records for the attribution model you designate as the default model in Setup. To let your users add and edit campaign influence records from their opportunity detail pages, keep the default model unlocked. Your other attribution models can accrue campaign influence records, but only via triggers, processes, and the API.
For more information please refer to below links.
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_intro.htm&type=5
- https://help.salesforce.com/articleView?id=campaigns_influence_customizable_create_model.htm&type=5
Hope this helps.Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra