posted Mar 22, 2017, 1:38 PM by Ezra Kenigsberg
[
updated Mar 23, 2017, 10:03 AM
]
Q: "How do I access Campaign Influence records via the API?"
A: Gotta carry out four steps: - Turn on Customizable Campaign Influence.
- Assign user(s) the "CRM User" or "Sales Cloud" Permission Set Licence.
- Create a Permission Set that includes the "Campaign Influence" App Permission.
- Assign user(s) to that Permission Set.
Followup Q: "What does this do for me?"
Followup A: Buncha things.
Advantages: - Enables loading "associate this Campaign to this Opty" via the API
- Enables credit for Campaigns to be broken out in percentages--instead of Primary Campaigns getting 100% credit
- On Campaign Page Layout: replaces old "Opportunities" Related List with "Influenced Opportunities" Related List, which shows
- All influenced Optys, not just Primary Optys
- Influence (%)
- Revenue Share ($)
- On Opty Page Layout: upgrades "Campaign Influence" Related List to show
- Influence (%)
- Revenue Share ($)
Disadvantages: - This REMOVES the "Add to Campaign" button from Opportunity's "Campaign Influence" Related List:*
 - This BREAKS the old Related Lists on your Campaign and Opportunity Page Layouts. Follow the steps here to set up the NEW AND IMPROVED Related Lists.
* This can be addressed by creating an unlocked Custom Campaign Influence Model, but that brings its own challenges (most notably, you gotta create homebrew Auto-Assign Rules using Workflow, Flow, Triggers, or--ye gods--Process Builder). |
|
