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CRT-101 · Question #41

Ursa Major Solar wants to know which of its marketing efforts are helping the team win Opportunities. What should an administrator configure to provide these insights?

The correct answer is B. Campaign Influence. Campaign Influence in Salesforce links campaigns to opportunities, showing which marketing efforts contributed to closed deals.

Sales and Service Cloud Applications

Question

Ursa Major Solar wants to know which of its marketing efforts are helping the team win Opportunities. What should an administrator configure to provide these insights?

Options

  • ACampaign Hierarchy.
  • BCampaign Influence
  • CMap Custom Lead Fields
  • DList Email Activities

How the community answered

(39 responses)
  • A
    3% (1)
  • B
    95% (37)
  • D
    3% (1)

Why each option

Campaign Influence in Salesforce links campaigns to opportunities, showing which marketing efforts contributed to closed deals.

ACampaign Hierarchy.

Campaign Hierarchy groups campaigns in parent-child relationships for roll-up reporting on campaign metrics, but does not link campaigns to opportunity outcomes.

BCampaign InfluenceCorrect

Campaign Influence associates multiple campaigns with a single opportunity by tracking campaign member activity on contacts related to that opportunity. It provides reports showing which campaigns contributed to revenue, allowing the team to measure marketing ROI against won opportunities. This is the direct tool for understanding which marketing efforts drive closed deals.

CMap Custom Lead Fields

Map Custom Lead Fields configures how lead fields map to contact, account, and opportunity fields during lead conversion - it has no relationship to campaign attribution.

DList Email Activities

List Email Activities tracks individual email engagement such as opens and clicks within a campaign, but does not connect marketing efforts to opportunity wins.

Concept tested: Campaign Influence for marketing attribution on Opportunities

Source: https://help.salesforce.com/s/articleView?id=sf.campaigns_influence.htm

Topics

#Campaigns#Campaign Influence#Marketing Analytics#Sales Cloud

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