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Campaign Influence Starter Pack

This Starter Pack was developed for professionals who have already set up Connected Campaigns and Campaign Influence, and now want to understand what kind of reporting is available to them. If you need help with the setup, someone to bounce questions off of, or just a second set of eyes, you’re in luck: Sercante has helped many companies through Connected Campaigns & Campaign Influence Reporting. Let's Chat >

This sample application is designed to run on Salesforce Platform.

This package is designed to both run independently (in a self contained scratch org) as well as be directly deployed to an existing org (Sandbox or Production).

Users who wish to view the Dashboards and Reports will need to have the Campaign Influence Permission.

What You Get

When deploying to your org, this package simply installs:

  • 1 Custom Report Type
  • 1 Report Folder
  • 18 Reports
  • 1 Dashboard Folder
  • 3 Dashboards (two for Lightning, one for Classic)

Installation

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Installation Instructions

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Salesforce Package to standardize deployment of Campaign Influence Reporting and Dashboards

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