Salesforce Campaign Influence: Custom Models Part 1B - First Touch Campaign Attribution

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  • Опубліковано 6 жов 2024

КОМЕНТАРІ • 2

  • @sneakatwix
    @sneakatwix Місяць тому

    I am seeing some challenges with regard to campaign influence being created even when the opp is closed. Followed the video but it still created the influence.

    • @BluTigerAcademy
      @BluTigerAcademy  Місяць тому

      I tried to recreate the issue in my org and I cannot, I will need more information to try and help you. I tested by removing the 'Opportunity is Closed = False' criteria from the Get Opportunity Contact Roles (Get Records) element in the flow called Campaign Member | Campaign Influence Record Automation. Then I added a contact to a campaign and checked an opportunity where they were in the Opportunity Contact Roles and a Campaign Influence record was created. I replaced the criteria 'Opportunity is Closed = False' and ran a 2nd test and a campaign influence record was not created. If you could record a loom video or send screenshots that would be helpful in troubleshooting.