Track Campaign Revenue in Salesforce | Admin Assistance

Track Campaign Revenue

Question

Universal Container wants to have the ability to track how much businesses they are making from each of the campaigns.

How can Salesforce Admin assist them in this by using standard functionality?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: A

Filling the primary campaign source on the opportunity will allow the company to track how much business they are generating from each campaign.

Option B is incorrect because this is not using the standard functionality.

Option C is incorrect because the add to campaign button will add the list to a campaign, it will not allow you to do any tracking.

Option D is incorrect because a list view shows only the records with the information but it doesn't allow you to track them.

Reference:

The correct answer is A - Fill the primary campaign source on the opportunity.

To track the revenue generated from each campaign, Salesforce Admin can leverage the primary campaign source field on the opportunity object. This field allows you to link the opportunity to the campaign that influenced the deal, enabling you to measure the ROI of a campaign and understand which campaigns are driving the most revenue.

To fill the primary campaign source field on the opportunity object:

  1. Go to the Opportunity object and locate the Primary Campaign Source field. This field is typically located under the Campaign Influence related list.
  2. When creating a new opportunity, select the relevant campaign from the Primary Campaign Source field.
  3. If the opportunity already exists, edit the opportunity and select the relevant campaign from the Primary Campaign Source field.

Once the primary campaign source is filled on the opportunity, you can run reports and dashboards to measure the revenue generated from each campaign.

Option B is not the right approach as creating a formula field is not necessary when the standard Primary Campaign Source field already exists. Option C is incorrect as the "Add to Campaign" button in the reports is used to add leads and contacts to a campaign, not opportunities. Option D is incorrect as creating a list view only allows you to view relevant opportunities, but it does not provide any functionality to track the revenue generated from each campaign.