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Topics#Sales And MarketingFrage von Michael Krakower
Michael Krakower (Spigit) fragte in #Sales And Marketing
7. Juni 2018, 20:34

How does an opportunity record automatically get related to campaign?

What needs to happen for an opportunity appearing on a campaign record? Does the contact associated with both the campaign and the opportunity have to be the Primary Contact on the opportunity? And when the opportunity _does_ appear on the campaign, does that take into account whether the contact is marked with a campaign member status that is a "response" or not?
1 Antwort
  1. Aleksandra Radovanovic (Salesforce)
    8. Juni 2018, 07:17

    Campaigns are added to opportunities when a campaign is related to a contact that is assigned a contact role on an opportunity prior to the close date of the opportunity. Campaigns and opportunities dont have a relationship directly, so with opportunity contact roles and this functionality you can 'link' both.  So if a contact is a campaign member and that member has an opportunity record created - It will automatically populate the Campaign Name in the "Primary Campaign Source" field. 

    You can read more about it at https://help.salesforce.com/articleView?id=campaigns_influence_setup.htm&type=0

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