Salesforce: Campaign Influence Models

This blog refers to customizable campaign influence and continues from the previous blog: Campaign Influence with Primary Campaign Source Model. 

Record Preference in the Campaign Influence Model settings has 2 options: "All Records" and "Records with >0% Attribution". What does this mean?

1. All Records: the campaign influenced records will be created no matter what the influenced % is. 
2. Records with >0% Attribution: the campaign influenced records will only be created when the influenced is more than 0%. 

For custom model, the option is only "All Records".

1. Primary Campaign Source 

Primary Campaign Source field on Opportunity, plus the Opportunity Contact Role that matches the Auto-Assignment rules and Time Frame days.

• Campaign Influence from the Primary Campaign Source field will get 100% influence
• Campaign Influence from the Opportunity Contact Roles will get 0% influence

2. First Touch

This model is only available if you have MCAE implemented. This comes from the First Campaign Member Created Date. Influence of 100% is given to one campaign.

3. Last Touch

This model is only available if you have MCAE implemented. This comes from the Latest Campaign Member Last Modified Date. Influence of 100% is given to one campaign. 

Any edit on the campaign member (sync, job, status change) will move the influence, so it may reflect the system activity rather than campaign member engagement.

4. Even Distribution 

This model is only available if you have MCAE implemented. All eligible campaigns will get an equal split of influence (100% ÷ number of campaigns).

Treats an email click the same as an event; credit dilutes as touches grow.