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Mark Boland (BT Group) 님이 #Campaign Influence에 질문했습니다

Is it possible to recreate the standard campaign with influenced opportunities report type so I can add products. So far I have tried but it does not seem to be possible.

 

Has anyone else tried to do this as I also want to be able to report on the opportunity products

 

#Campaign Influence  #SalesForce Campaign Reporting  #Service Cloud

답변 1개
  1. 2021년 7월 16일 오후 1:33

     Hi Mark,

     

     It does not seem possible, as the Campaigns with Influenced Opportunities report displays Campaigns that have Opportunities associated with multiple methods:

      -> Use of the Add to Campaign button on the Campaign Influence related list on the Opportunity record (Campaign Influence 1.0 only)  

    -> Enter a Campaign in the Primary Campaign Source field on the Opportunity record (any Campaign saved in this field will be reported, even if it is later removed or replaced)  

     

     For more detailed reference:  https://help.salesforce.com/articleViewid=000316247&type=1&mode=1 

     

    If you have additional questions or need further details, just let me know and I will be happy to assist further.

     

    Thanks,

    Tanaya 

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