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Regina Hodge (Idlewild Partners) 님이 #Campaigns에 질문했습니다

I've been having a hard time finding clear documentation on how the standard Campaigns with Influenced Opportunities report works. I have a report that is grouped by campaign name and contact name. For one of the campaigns, there are 159 rows grouped under a blank contact name. From doing a spot check, it looks like the opportunities under the blank contact name also show up in the report under the donor name. Here's a visual example for the same opportunity grouped under the same campaign name:Blank contact names on campaign influence report

 

influenced opportunities report .png

Why is this happening?

 

#Campaigns  #Sales Cloud

 

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답변 2개
  1. 2021년 10월 19일 오전 6:13

    @Regina Hodge Campaign Member has a poly morphic lookup that looks up to multiple objects. In this report Contact Name is one of those fields and if you ungroup the records you will find that they are campaign member records related to another object maybe lead or whatever your setup is. You can filter this out if needed by filtering on Contact is not blank

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