Hello, can anyone help me to understand why Campaign Influence is unavailable to add to the related list on Opportunity?
I have followed instructions here, but still unavailable
https://help.salesforce.com/s/articleView?id=000383072&type=1
https://help.salesforce.com/s/articleView?id=000384806&type=1
I have also enabled Campaign influence and Additional Campaign Influence Models in Setup.
Our license is Enterprise
Thanks in advance.
Kind regards,
Jan
답변 1개
Hi,
May be recheck the steps ;
- Click Gear Icon on top-right side | Click Setup.
- In the Quick Find box, enter Campaign Influence | click Campaign Influence Settings.
- Click Enabled and Save.
- After you have enabled the Campaign Influence, navigate to the user detail page:
- In the Quick Find box, enter users | click Users.
- Click the name of the user you want to assign license and scroll down to the Related list Permission Set License Assignments and assign either "CRM User" or "Sales User" license to the User.
- Create a permission set with the Campaign Influence permission
- Click Gear Icon on top-right side | Setup | Users | Permission Sets
- Click the New button
- Provide the name of the label as Campaign Influence
- Select the license as CRM User or Sales user
- Click Save
- Click App Permissions | Edit | Enable permission "Campaign Influence" on the permission set
Also refer :: https://help.salesforce.com/s/articleView?id=sf.campaigns_influence_setup.htm&type=5
