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 C...
• Understanding Campaign Influence Time Frame: help.salesforce.com/s/article...
• How to Setup Customizable Campaign Influence: help.salesforce.com/s/article...
• Customizable Campaign Influence: 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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#salesforce #marketing #marketingoperations #salesforceadmin #marketingautomation #BluTigerAcademy #datamanagement #campaignstrategy #marketingtips #campaigninfluence #opportunitycontactrole #salesforcecampaign

[@tarunchaudhary3958]

great video, it was my first time and subscribed as well :). I had to turn on the subtitles when you said Opp I was like what..

[@BluTigerAcademy]

Thank you! That is interesting feedback - I never thought about Opp being our 'Salesforce slang' for Opportunity but it is! I need to keep this in mind for sure, thanks for letting us know!

[@sheetalchougule8832]

I really loved the way you have explained the concepts and related tips. Helped me prepare for my training session.

[@BluTigerAcademy]

Thank you so much! 🐾

[@thewave09]

Great video - how do you evenly distribute campaign influence % across all actions? I don't have that module readily available and currently I can't even edit the default Salesforce model.

[@BluTigerAcademy]

@thewave09 Great question! You are correct, you cannot edit the default Salesforce model. We have a video coming out soon on Campaign Influence models and how they work. We will show you how to setup custom models and control the percentages given to the Campaigns.

[@J-bc3pf]

Liked your video....Question: we have multiple campaigns and tactics within them. If we want opening an email to contribute 10% to the influence, attending a webinar 50% and filling out a form to be 50%, we get 110% of the sale influenced by Marketing if they do all the above. No good. I am giving a very basic example obviously, but how do we prevent this scenario? Thanks!

[@BluTigerAcademy]

I think you would have to make sure the percentages add up to 100%. We have not implemented a solution like this using campaign influence yet. What did you build to apply the percentages to each activity?