Campaign Influence for Opportunities: Impact of Contact Association | Certified Sales Cloud Consultant

Contact Association and Campaign Influence for Opportunities

Question

How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

D

In Salesforce Sales Cloud, campaign influence allows you to track the impact of marketing campaigns on opportunities. When a contact is associated with an opportunity through a contact role, it can affect the campaign influence for that opportunity. The question asks about the specific impact on campaign influence when a contact is associated with an opportunity within a 60-day timeframe.

The correct answer is D. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in the Campaigns with Influenced Opportunities Report.

Here's a detailed explanation of why this is the correct answer:

In Salesforce, campaign influence is determined based on the membership of contacts in campaigns during the opportunity's sales cycle. The campaign influence related list on an opportunity displays the campaigns that have influenced the opportunity's progression. This information is used to analyze and attribute the success of various marketing campaigns in generating revenue.

The influence timeframe for a campaign represents the duration for which the contact's association with the campaign is considered relevant in determining campaign influence. In this case, the influence timeframe is specified as 60 days.

Option A states that all campaigns created within the last 60 days will be added to the campaign influence related list. This answer is incorrect because the creation date of a campaign is not the deciding factor for its inclusion in the campaign influence related list. The campaign influence is based on the membership of contacts within the specified influence timeframe, not on the campaign's creation date.

Option B suggests that sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list. However, this answer is incorrect because campaign influence is determined based on the contact's association with campaigns, not by the selection of sales reps. Sales reps can influence campaign membership for their contacts, but the campaign's inclusion in the influence related list is determined by the contact's membership within the specified timeframe.

Option C states that all contacts associated with campaigns will be added to the campaign influence related list. This answer is incorrect because the campaign influence related list on the opportunity does not directly display the associated contacts. It primarily shows the campaigns that have influenced the opportunity, along with some aggregated data.

Option D is the correct answer because it aligns with the actual behavior of campaign influence in Salesforce. When a contact becomes a member of a campaign within the last 60 days and is associated with an opportunity, that campaign will be considered in the campaign influence calculation for the opportunity. The Campaigns with Influenced Opportunities Report provides visibility into these associations and displays the campaigns that have influenced opportunities within the specified timeframe.

In summary, when a contact is associated with an opportunity through a contact role within the influence timeframe of 60 days, the campaign(s) in which the contact became a member will be associated and displayed in the Campaigns with Influenced Opportunities Report. This report helps track the impact of marketing campaigns on sales opportunities.