How to Track Opportunities Generated by Campaigns

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To meet the requirement of determining how many closed-won Opportunities a Campaign has generated over the last 30 days using standard functionality in Salesforce, you should take the following two steps:

1. Enable Customizable Campaign Influence: Option C suggests asking the admin to enable Customizable Campaign Influence. This step is necessary to track and measure the influence of Campaigns on Opportunities. By enabling Customizable Campaign Influence, you gain access to various features and settings that allow you to analyze the impact of your marketing efforts on generating revenue.

Customizable Campaign Influence enables you to define different rules and models to attribute revenue to Campaigns based on your business requirements. It provides a flexible framework to track the contribution of Campaigns at various stages of the sales cycle. This functionality is essential for understanding how Campaigns contribute to closed-won Opportunities.

2. Add criteria to the auto-association settings and limit it to the past 30 days: Option D suggests adding criteria to the auto-association settings and limiting it to the past 30 days. Auto-association is a feature in Salesforce that automatically associates Opportunities with Campaigns based on predefined criteria. By adding criteria and setting a time limit of 30 days, you can ensure that only Opportunities closed within the last 30 days are associated with the Campaign.

To implement this step, you need to configure the auto-association settings to include criteria that match the closed-won Opportunities. This could involve setting specific Opportunity criteria such as Stage, Probability, or any other relevant field values that indicate a closed-won Opportunity. Additionally, you would set the time limit to the past 30 days to restrict the association to recent Opportunities.

By applying these two steps, you will enable Customizable Campaign Influence to track the influence of Campaigns on Opportunities, and you will configure auto-association settings to associate only closed-won Opportunities within the last 30 days with the Campaign. This will allow you to accurately measure the number of closed-won Opportunities generated by the Campaign over the specified time period.