ADM-201 · Question #136
Which two ways allow a sales user to relate an opportunity to a campaign? Choose 2 answers
The correct answer is B. Use the campaign influence related list on the opportunity. D. Select the primary campaign source for the opportunity. Sales users can link an opportunity to a campaign by assigning a primary campaign source or by adding campaigns to the Campaign Influence related list.
Question
Which two ways allow a sales user to relate an opportunity to a campaign? Choose 2 answers
Options
- AUse the campaign hierarchy related list on the opportunity.
- BUse the campaign influence related list on the opportunity.
- CSelect the campaign record type when creating the opportunity
- DSelect the primary campaign source for the opportunity.
How the community answered
(41 responses)- A5% (2)
- B88% (36)
- C7% (3)
Why each option
Sales users can link an opportunity to a campaign by assigning a primary campaign source or by adding campaigns to the Campaign Influence related list.
The campaign hierarchy related list is found on a Campaign record, showing parent/child campaigns, not on an Opportunity for relating it to campaigns.
The Campaign Influence related list on an Opportunity record allows users to associate multiple campaigns that influenced the opportunity, tracking their impact.
Opportunities do not have campaign record types; record types are used to differentiate types of opportunities themselves, not to link them to campaigns.
The Primary Campaign Source field on an Opportunity is a standard lookup field used to identify the single, most influential campaign that directly led to the opportunity.
Concept tested: Opportunity-Campaign Relationship Management
Source: https://help.salesforce.com/s/articleView?id=sf.campaigns_influence_related_list.htm&type=5
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