Mastering Salesforce Campaigns: Campaign Influence Initial Setup & Reporting

In this video, we will show you how to setup Campaign Influence to measure the impact of your campaigns on your opportunities. We will explain the difference between primary influence versus non primary influence, how to setup auto association rules and how to create and read Campaign Influence reports.

You will learn the following:
How to create a permission set to allow your users to view campaign influence
The time frame used to determine which campaigns influence which opportunities
How to see Campaign Influence from the Opportunity and Campaign records
What happens when you change the primary campaign source on an opportunity
The dependency of campaign influence on opportunity contact roles
Update auto association settings and what happens when an update is made
How to fix the View Campaign Influence link to work on the Campaign page layout

• Watch this video to learn how to setup your Campaign Member statuses: Mastering Salesforce Campaigns: Best Practices for Setup, Record Types, Statuses & Hierarchy:    • Mastering Salesforce Campaigns: Best ...  
• Understanding Campaign Influence Time Frame: https://help.salesforce.com/s/article...
• How to Setup Customizable Campaign Influence: https://help.salesforce.com/s/article...
• Customizable Campaign Influence: https://resources.docs.salesforce.com...
• Query to run in dev console to delete Campaign Influence record: Select Id, OpportunityId, ContactId, Influence from CampaignInfluence where OpportunityId = 'OppIdhere' AND ContactId = null
• URL for Campaign Influence Link for Campaign Page: /lightning/r/Report/ReportIdHere/view?fv0={!Campaign.Id}

CHAPTERS:
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0:00 Intro
0:30 Enable Campaign Influence
0:50 Create Campaign Influence Permission Set
1:53 Setup Auto-Association Settings
8:43 Add Campaign Influence Related Lists to Page Layout
10:31 Test Campaign Influence Record Creation
11:40 Primary vs. Non-Primary Campaign Influence
12:45 Review Importance of Contact Roles
15:31 Test Additional Scenarios
20:06 Change Auto-Association Settings & Review Results
21:54 Campaign Influence Reporting
27:08 Wrap-Up

MUSIC:
Songs:
State Of Minds
Running in the Wind
Echoes of You
Side by Side
You Whispered to Us
When I Found Your Love
Hang Gliding

All Songs By: Tomas Skldeberg on Epidemic Sound

About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.

Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.

Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.

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