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Ian Frampton
Campaign Influence related lists not showing on page layout edit screen
Hi,
I am currently trying to implement 'Customizable Campaign Influence' in my Developer edition environment, however, when I do so, I am not given the option to add the following related lists to the objects:
https://releasenotes.docs.salesforce.com/en-us/winter17/release-notes/rn_sales_features_core_campaign_influence2_setup.htm
And am using a Developer edition with data. I am setup as an Administrator. Can anyone suggest what I am doing wrong?
I am currently trying to implement 'Customizable Campaign Influence' in my Developer edition environment, however, when I do so, I am not given the option to add the following related lists to the objects:
- Add the Campaign Influence related list to Opportunity page layouts.
- Add the Influenced Opportunities related list to Campaign page layouts.
- Add the Campaign Results section to Campaign page layouts.
https://releasenotes.docs.salesforce.com/en-us/winter17/release-notes/rn_sales_features_core_campaign_influence2_setup.htm
And am using a Developer edition with data. I am setup as an Administrator. Can anyone suggest what I am doing wrong?
Did you ever figure this out? If not, this might help as I just came up against the same thing.
https://help.salesforce.com/articleView?id=000247208&language=en_US&type=1
Specifically, the key points were:
- Adding the CRM User "Permission Set Licence Assignment" to the users, and
- Creating a Permission Set (based off the CRM User licence type - not mentioned in that link) and in that Permission Set enabling the Campaign Influence App Permission.
- Finally, assigning that Permission set to the users as well.
Note: technically you can just do step 2 and 3, when you do step 3, step 1 will automatically happen.Hope this helps solve it.
Needed to solve this issue while learning about Campaign Influence and dealing with a Trailhead Playground org.