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Showing posts from April, 2023

Salesforce campaign model and tracking

  Salesforce campaign tracking   Check out the great article on Campaign tracking use case: https://www.salesforce.com/blog/track-salesforce-campaign-shadow-wolf-blog/   There are 2 ways to track Campaign ROI .    Campaign Influence ( custom model )   Associate multiple Campaigns to multiple Opportunities (and multiple Opportunities to a Campaign) using the Contact Role . To get a broader view of opportunity pipeline, generate the standard report called Campaigns with Influenced Opportunities (Customizable Campaign Influence). This report provides opportunity data, such as amount, stage, and revenue share alongside helpful campaign details.      For more control, build custom reports that show relationships such as these examples.   • Campaigns with Influenced Opportunities   • Contacts with Campaign Influence   • Accounts with Campaign Influence     If there is only one campaign associated with each opportunity - therefore, 100% of the influence will be attributed to that campai