When does Salesforce automatically create a Campaign Influence record?

posted Mar 23, 2017, 10:31 AM by Ezra Kenigsberg   [ updated Mar 23, 2017, 10:33 AM ]
Q: "When does Salesforce auto-create a Campaign Influence record?"

A: Salesforce automatically creates a Campaign Influence record--an association between an Opportunity with a Campaign--under these conditions.*
  1. Auto-Association must be active;
  2. a Contact is assigned an Opportunity Contact Role prior to the Opportunity's Close Date; and
  3. that same Contact is associated to a Campaign (as a Campaign Member).

* I'm not gonna get into Custom Campaign Influence Models here.
Comments