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Salesforce Campaign Influence: Custom Models Part 1B - First Touch Campaign Attribution 

Blu Tiger Academy
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18 сен 2024

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Комментарии : 2   
@sneakatwix
@sneakatwix 29 дней назад
I am seeing some challenges with regard to campaign influence being created even when the opp is closed. Followed the video but it still created the influence.
@BluTigerAcademy
@BluTigerAcademy 28 дней назад
I tried to recreate the issue in my org and I cannot, I will need more information to try and help you. I tested by removing the 'Opportunity is Closed = False' criteria from the Get Opportunity Contact Roles (Get Records) element in the flow called Campaign Member | Campaign Influence Record Automation. Then I added a contact to a campaign and checked an opportunity where they were in the Opportunity Contact Roles and a Campaign Influence record was created. I replaced the criteria 'Opportunity is Closed = False' and ran a 2nd test and a campaign influence record was not created. If you could record a loom video or send screenshots that would be helpful in troubleshooting.
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