Customisable Campaign Influence As we know, Pardot campaigns allow us to track our prospects’ first touchpoint, whilst Salesforce allows us to track all touchpoints of that lead or contact. Salesforce Campaign Influence allows us to associate an Opportunity to multiple campaigns. There are two versions available: ‘Campaign Influence 1.0’ which is for Salesforce Classic users and ‘Customisable Campaign Influence’ for Classic and Lightning Experience. Naturally, the latter is best. By having Campaign Influence enabled in Salesforce, you can access a campaign and see all the Opportunities that the campaign has influenced. This is a super quick reporting tool to see how campaigns have impacted closed-won Opportunities. It requires setting up and configuring somewhat, so here’s your checklist: • Campaign Influence is enabled in Salesforce. • A Campaign Influence permission set has been setup with • Additional Campaign Influence Models is also enabled in the right permissions. Salesforce. • The Campaign Influence Object has been added to the • Primary Source Campaign Model is configured correctly in Opportunity Page Layout. Model Settings. • Influenced Opportunities has been added to the • First Touch, Last Touch and Even Distribution campaign Campaign Page Layout. models have been created and are configured correctly in Model Settings. A side note: Campaign Influence is only useful when your org is already using Salesforce leads, Opportunities, you’ve enabled Connected Campaigns, and have a campaign hierarchy in place. Don’t overlook these tasks! Here’s a more detailed guide on how to enable Salesforce Campaign Influence. 21 marcloudconsulting.com