In other words: how many Opportunities were not influenced by Campaigns.
For this, I need an indicator on the Opportunity object that tells me immediately whether this opportunity was created following a lead process. There's the Primary Campaign Source field, but because we use Contact Roles, this field is not auto-populated.... (known Lightning limitation). and therefore blank a lot of times even when there are campaigns that influenced the opportunity.
So because we cannot use that field, I need another indicator. Does anyone have an idea or a solution? What field on the opportunity tells me that it was influenced by one or more campaigns?
I tried creating a roll up summary field of Campaign Influence but unfortunately that is not possible. I'm trying out simple options before turning to automation/field updates.
Thanks!
2 respuestas
Hi Paulien
You can create a process builder that runs every time a campaign influence record is create that edits a "Marketing Influenced" checkbox on the opportunity. Because the checkbox defaults to FALSE and only gets marked TRUE when a campaign influence record is created as a detail record you'll have an automated way of knowing which opportunities have not been influenced by marketing.
If you just want to know if the opportunity came from the lead process you can create a custom checkbox field on both the opportunity and lead called "Marketing influenced." Then you can map the custom "Marketing Influenced" checkbox on the lead to the "Marketing Influenced" checkbox on the opportunity.
