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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
  1. Jun 14, 2022, 11:17 AM

    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

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