How to Track Opportunities Generated by a Campaign in Salesforce

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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. Define rules for Campaigns to add Opportunities and then lock after 30 days:

   • This step involves setting up rules within Salesforce to automatically associate opportunities with campaigns. You can define criteria for opportunities to be added to a campaign, such as specific record types, stages, or any other relevant parameters. By defining these rules, any opportunity that meets the specified criteria will be linked to the campaign.
   • Additionally, you can configure the campaign to lock after 30 days, which means that no new opportunities will be associated with the campaign after the specified time period. This helps in ensuring that only opportunities generated within the last 30 days are considered for reporting purposes.

2. Ask the admin to enable Customizable Campaign Influence:

   • Campaign Influence is a feature in Salesforce that allows you to track the impact of campaigns on opportunity creation and revenue generation. By enabling Customizable Campaign Influence, you gain more flexibility in configuring how campaigns are credited for influencing opportunities.
   • Once this feature is enabled, you can set up rules to attribute closed-won opportunities to the campaigns based on various criteria, such as first-touch, last-touch, or even custom-defined rules. This attribution helps in understanding the effectiveness of campaigns in driving sales and allows you to generate reports accordingly.

By following these two steps, you will be able to track the number of closed-won opportunities generated by a campaign over the last 30 days using standard functionality in Salesforce. The first step ensures that opportunities meeting specific criteria are associated with the campaign, while the second step enables customizable campaign influence to attribute the closed-won opportunities accurately.