Hey Trailblazers!
We've just started using Campaigns (really excited to start seeing the opportunities influenced by various marketing activities). We have 2 campaign influence models set up (probably by default when we turned on campaigns).
-Palisade Campaign model
-Salesforce Model
The problem is, the Palisade model doesn't show any influenced opportunities but the Salesforce model does.
Palisade model results
Salesforce model results
We're not sure how to check the difference between the two models.
Also, it looks like some of these campaigns are affecting opportunities that have already been marked as "Closed Lost." I know the close date is still in the future but is there a way to ignore Closed Lost opps in the model?
Thanks!
1 resposta
Hi Brett,
All the created Campaign Influence records from an Opportunity in Campaign 1.0 will not show up once the Customizable Campaign is enabled. The reason it is not showing up is that Campaign Influence records associated with an Opportunity are tied to Campaign 1.0.
To make all Campaign Influence records associated with an Opportunity visible in Customizable Campaign, Administrators need to perform an Export/Import process. Steps: Create a report of the Campaigns with Influenced Opportunities. This will allow Administrators to get the Campaign IDs, Opportunity IDs, and Account IDs (when available).
Users will also need to copy the 'CampaignInfluenceModel ID (03V ID)' from the address bar of the Campaign Influence Model screen in setup. Users then can Insert those records into the new Campaign Influence object using Data Loader. Campaign influence records are exposed to users through related lists and reports. A related list shows data associated with one model at a time.
In the related list and reports to remove the closed lost opps you can try out the following filter opportunity Stage (Status) NOT EQUAL TO "Closed Lost" This would give you all opportunities that are not 'Closed Lost'
Let me know if you have any other questions, will be happy to help.
Thanks!
