Campaign Influence

Question 1

What does ‘Campaigns with Influenced Opportunities’ refer to?

Answer 1

Campaigns associated with Opportunities through a shared contact or lead.

Question 2

How does influence work in the context of Salesforce?

Answer 2

If a contact from a campaign is linked to an opportunity, the campaign is credited as having influenced it.

Question 3

What is an example of a campaign influencing an opportunity?

Answer 3

Alice attends a webinar (Campaign A), and Bob creates an Opportunity with Alice as the Contact, making Campaign A influential.

Question 4

Why is tracking ‘Campaigns with Influenced Opportunities’ useful?

Answer 4

To track ROI on marketing campaigns, justify marketing spend, and show marketing’s contribution to pipeline and closed deals.

Question 5

What is the first step to set up Campaign Influence in Salesforce?

Answer 5

Enable Campaign Influence in Setup.

Question 6

What are the types of campaign influence models available?

Answer 6

• Standard Campaign Influence (auto-association)
• Custom Influence Models (e.g., first-touch, last-touch)

Question 7

How can you view influenced campaigns on Opportunities?

Answer 7

Use related lists on Opportunities.

Question 8

What type of reports can be run to see ‘Campaigns with Influenced Opportunities’?

Answer 8

Run reports like ‘Campaigns with Influenced Opportunities’.

Question 9

Fill in the blank: An _______ Opportunity is linked to a campaign via a shared contact or lead.

Answer 9

[Influenced]

Question 10

What feature tracks how campaigns impact opportunities in Salesforce?

Answer 10

[Campaign Influence]

Question 11

What does the report ‘Campaigns with Influenced Opportunities’ show?

Answer 11

Which campaigns helped influence deals.