1. From Setup, enter Campaign Influence in the QuickFind box and then click Campaign Influence Settings.
2. Select Enabled.
3. If your org uses both Sales Cloud and Pardot Professional, Pardot Enterprise, or Pardot Ultimate, you can choose to enable Additional Campaign Influence Models. Separate models are available to automatically track the first touch, last touch, or evenly distribute revenue attribution to all the campaigns that influence an opportunity.Additional Campaign Influence Attribution Models is available to customers who have a Lightning Sales Cloud Professional, Enterprise, or Performance Edition subscription or Lightning CRM Professional, Enterprise or Performance Edition subscription and a Pardot Pro, Pardot Enterprise, or Pardot Ultimate subscription. Contact your Account Executive to enable this feature if it has not yet been provisioned.
4. Click Auto-Association Settings.Auto-association adds campaigns to opportunities automatically when the contact on anopportunity is also a member of a campaign. The contact listed on the opportunity must also beassigned a contact role on the opportunity before its close date. Auto-association is alwayson for models included with Salesforce. Auto-association doesn’t apply to custom models youcreate.
5. Optionally, constrain campaign auto-association by limiting the days that can pass between when a contact is added to a campaign and an opportunity’s creation date.For example, to prevent a campaign from being auto-associated with an opportunity createdmore than 90 days after the contact was added to the campaign, enter90.
6. Optionally, define filter criteria that must be met in order for a campaign to be automatically associated with an opportunity.
7. Click Model Settings.
8. Optionally, to modify the values for a specific model, click Edit next to the model name.
9. To make the model display its records in the Campaign Influence related list on campaigns, click Default Model. Only one of your models can be the default.
10. To make the model active, click Active.When active, the Primary Campaign Source, First Touch, Last Touch, and Even Distribution models create records when there’s a match between an opportunity contact role and a campaign member (auto-association). To set any model as the default model, it must be active. Deactivating a model deletes its records. For custom models, the Active field is ignored.
11. For Record Preference, to create campaign influence records regardless of the revenue attribution, choose All Records. To create records only when the revenue attribution is greater that 0%, choose Records with >0% Attribution.For custom models, the value is always All Records.
12. Click Save.