How can I manually add a campaign influence to an existing opportunity? Some of our data has not been processed correctly and we need to update exiting opportunities and campaigns that attributed to those opportunities. Thanks!
2 answers
Hello @Karen Plummer
I was researching this campaign influence topic and found this resource referenced in the Sales Cloud Trailmix: https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/campaign_influence_implementation_guide.pdf
Based on this, I would try adding the 'Campaign Influence Related List' to the Opportunity object. There is an example with the page and a field to input the % of influence.
r/ darren