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In Classic for Entity opportunity.. we can have Related List as Campaign Influence.

 

Switching to lightning--> Campaign Influence becomes invisible..

1) Not Available on layout

 

Tried one release note and suggestions found on net..

by changing user permission --> Followed by enabling campaign influence in set up.

 

No success so far..

 

Any one faced similar issue.. any tips or suggestion would be useful..

4 Kommentare
  1. 30. Jan. 2019, 07:13

    Cory/Rajani.. No Error on creation of record..

    I am detailing the steps hope this helps..

    Step 1)Go to Setup--> Campaign Influence--> Select Radio Button Enabled.

    Step 2)

    Go to Setup--> Create one new Permission Sets say 'MyCampaignUser'--> Apply License = CRM User.

    Step 3)

    Go To Permission Sets-->(Your New Persmisson Set i.e. My CampaignUser)-->Click App Permissions--> Edit Campaign Influence Permission Name.. Enabled Check Box as checked.

    Now Click Manage Assignments--> Add Assignments--> Select your Active User--> Click Assign Button.--> then Done.

    Step 4)

    Click on Selected User Profile--> Edit enable Marketing User Checkbox as checked.

    Now check Opportunity Detail--> Campaing Influence will be there--Action Button as New to create the records.

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