Campaign Management Implementation Guide

About This Guide
Preparing Campaigns
Setting Up Campaigns
Modifying Campaign Picklists
Creating Custom Fields
Setting Up Field-Level Security (Enterprise, Unlimited, and Performance Editions)
Modifying Page Layouts
Creating and Modifying Profiles
Setting Up Campaign Sharing
Customizing Campaign List Views
Setting Up Campaign Influence
Managing Campaign Workflow
PDF

Setting Up Campaign Influence

Because opportunities are usually influenced by more than one campaign, you have the option to automatically associate multiple influential campaigns to a single opportunity. If you don’t enable automatic association, users must manually add, edit, or delete influential campaigns in the Campaign Influence related list.

To set up automatic association for campaign influence:
  1. From Setup, enter Campaign Influence in the Quick Find box, then select Campaign Influence.
  2. Select Enabled.
  3. In the Campaign Influence Time Frame field, optionally specify the maximum number of days between the campaign first associated date and the opportunity created date.

    Campaigns associated to a contact prior to this time frame will not be considered influential. The maximum campaign influence time frame is 9,999 days. If you do not want to specify a campaign influence time frame, leave the Campaign Influence Time Frame field blank.

    Note

  4. Optionally, define additional filter criteria that must be met in order for a campaign to be automatically associated.
  5. Click Save.

Campaigns will be automatically added to the Campaign Influence related list on opportunities when they meet the criteria you specified.