How can I create a report with a prospect's first touch campaign?
The custom report type Campaigns with Influenced Opportunities (Customizable Campaign Influence) seems to be related to Opportunities
답변 2개
Hi @Sheeba Baig,
You can achieve this by using B2B Marketing Analytics (B2BMA) inside the Analytics Studio
tab:
- Multi-Touch Attribution Dashboard: Out of the box, B2BMA includes a Multi-Touch Attribution dashboard where you can apply filters to select the First-Touch Attribution Model alongside other dimensions.
- Advanced Customization (Advanced/Premium Editions): If you need custom fields or logic, open Data Manager in Analytics Studio. From there, you can modify Data Assets, Recipes, and Dataflows/Datasets to tailor the attribution metrics to your business needs.
For step-by-step guidance, check out the official Salesforce documentation on B2B Marketing Analytics Setup
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Cheers!
