Campaigns, lead routing and campaign influence
Structure campaigns with hierarchies and per-campaign member statuses, build audiences from reports, attribute revenue with Primary Campaign Source and Customizable Campaign Influence, route Web-to-Lead leads with assignment rules and queues, re-route stale leads with a scheduled path, and keep the lead funnel and loss data clean.
Given a set of requirements, determine how to support different business and sales process scenarios for Campaigns, Leads, and Opportunities.
~7 min read · 10 practice questions ·
What the exam expects
- Structure campaigns with a parent-child hierarchy, per-campaign member statuses that mark responses, and members added from reports.
- Choose Primary Campaign Source for the single primary campaign on an opportunity and Customizable Campaign Influence for multi-touch attribution in Lightning Experience.
- Route Web-to-Lead leads to queues with lead assignment rules, and re-route untouched leads with a scheduled path on a record-triggered flow.
- Keep the lead funnel and opportunity data measurable: Lead Status stages, conversion only when qualified, and a required Loss Reason at Closed Lost.
Key terms: campaign hierarchy (parent and child campaigns whose metrics roll up); responded (a member status flag counted in Responses in Campaign); Primary Campaign Source (the one campaign recorded on an opportunity); Customizable Campaign Influence (revenue share across influential campaigns by attribution model); scheduled path (a record-triggered flow branch that runs at a time offset).
Key facts
- Detail
- Up to five levels; one currency in child campaigns
- Detail
- Statuses marked responded are tallied in Responses in Campaign
- Detail
- Detailed Rows on; fewer than 50,000 records
- Detail
- Most recently associated campaign
- Detail
- Classic only; reverting deletes influence records
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- Up to 500 leads per day
- Detail
- One in effect at a time; can assign leads from Web-to-Lead and Data Import Wizard
- Detail
- Default and maximum 200
Sources for this section (8)
- Campaign Hierarchyhelp.salesforce.com (opens in a new tab)
- Member Statuseshelp.salesforce.com (opens in a new tab)
- Add Members from Reportshelp.salesforce.com (opens in a new tab)
- Conversion Considerationshelp.salesforce.com (opens in a new tab)
- Campaign Influencehelp.salesforce.com (opens in a new tab)
- Web-to-Leadhelp.salesforce.com (opens in a new tab)
- Assignment Ruleshelp.salesforce.com (opens in a new tab)
- Scheduled Pathshelp.salesforce.com (opens in a new tab)
- Why mark specific member statuses as responded?
- When does an opportunity need both Primary Campaign Source and Customizable Campaign Influence?
- Which leads can lead assignment rules route?
- Why use a scheduled path for 24-hour re-routing?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Sales Consultant pack
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