Here is my scenario. I had a lead and I converted it w/o associating a campaign. Whoops! I add two campaigns via opportunity influence, but that doesn't fix my problem completly. It neither gets counted as a lead nor a converted lead within that campaign. That doesn't work for me. I then re-create the lead, add the two campaigns, and convert the re-created lead (and re-use the orig contact). I then delete the original lead (via a data loader delete) and the original opportunity.
Problem: While the re-created lead/opportunity are acknowledged as leads and converted leads associated w/ the campaigns (on 'Campaigns with leads and converted leads report'), neither campaign is listed on the re-created opportunity. The two campaigns are showing up on the contact and have associated campaign members, but there is nothing on the opportunity.
Question: Is there anyway to "refresh" campaign influence automatic association? It should be putting the campaign influences on the opportunity, but it's not. Perhaps they got 'deleted' when I deleted the original lead and opportunity...and while doing that unintentionally removed the campaign influences from the new opportunity.
Question Part 2: I can manually add the two campaigns to the opportunity via 'add campaign influence', but it only adds the campaign #. When adding an influence it doesn't link it to the campaign member that is already created. I assume that that association to the campaign (via campaign member) is better than an association/influence to the generic campaign....right?
Thanks!
2 answers
Hi Tim, campaign influence reporting in salesforce can be a little mystifying. Depending on how many times the campaign influence on a single opportunity shows up within the report, it may or may not double count the cash from the opportunity. In scenarios like you're asking about the behavior of the report can be strange, kind of like particle physics.
You might want to check out something like the Magic Robot campaign influence analyzer app on the appexchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5kDjEAJ
It calculates the influence of campaign responses within an account on the opportunities and nobody needs to manually do anything. No double counting opportunity cash either.
