Campaign Influence is the feature that attributes Opportunity revenue to one or more Campaigns that touched the deal. Without it, you only know who the opportunity's "Primary Campaign Source" was; with it, you can attribute fractional or full credit to multiple campaigns based on customisable rules.
Two models:
- Campaign Influence 1.0 (the original) — automatic if you enable it. When a contact role is added to an opportunity, all of that contact's recent campaign memberships within a configured timeframe are auto-attributed. Limited to a single attribution model and primarily useful for the legacy "first touch" view.
- Customizable Campaign Influence (CCI) — modern. You define multiple attribution models (First Touch, Last Touch, Even, Custom), each with its own logic. Each opportunity gets a Campaign Influence record per (campaign, model) pair, with a percentage and currency value. Reports can then show pipeline by campaign by model.
Configuration:
- Enable CCI in Setup.
- Define your attribution models — Salesforce ships First Touch, Last Touch, Even; you can add custom ones via Apex (or via packaged solutions like Salesforce Marketing Cloud Account Engagement / Pardot).
- Configure rules per model — e.g., First Touch grants 100% to the campaign of the contact's first campaign membership before the opportunity creation date.
- Add the Campaign Influence related list to the Opportunity layout so users see attributions.
- Build reports comparing models (Campaign Influence model report type).
Common use case: marketing wants to demonstrate ROI per campaign type. Without CCI, every deal gets exactly one attribution; with CCI, marketing can present "we touched this deal 4 times — Webinar, Email, Conference, Demo — under different models, here's the value claimed by each". CCI is essentially marketing-attribution analytics built into Salesforce.
