View Campaign Influence Report Custom Link for Salesforce Lightning

View Campaign Influence Report Custom Link for Salesforce Lightning

Campaigns with Influenced Opportunities

The Campaigns with Influenced Opportunities report doesn’t seem to be working in the Salesforce Lightning Experience, So here’s the solution for this.

What about creating a new report and create a custom link to Report URL. Lightning having some limitations with it. On your custom report make sure you add the filter criteria for Campaign ID and use “” AND Primary Campaign Source: Campaign Name equals “”. These reports will not work if you run them independently from the reports tab. But when you click on the link, the filter parameters then have a place to land.

Special Instruction : For this custom report  you have to create a custom report type that follows the below sequenceOpportunity –> ContactRole –> CampaignHistory –> CampaignMember 

Follow the below steps to create a custom link

  • (Non – Enhanced Setup) Your Name | Setup | App Setup | Customize | Campaigns | Buttons, Links and Actions
  • (Enhanced Setup) Setup | Customize | Campaigns | Buttons, Links and Actions
  • Click on “New Button or Link”
  • Paste /one/one.app#/sObject/<Report ID Goes Here>/view?fv0=”{!Campaign.Id}”&fv1=”{!Campaign.Name}”
  • Its Display Type : Detail Page Link || Content Source : URL
  • Click on Save button
  • Now add the custom link on the page layout of Campaign

OR

Create a custom formula field on the Campaign that has the below formula

IF( $User.UIThemeDisplayed=”Theme4d”, (HYPERLINK(LEFT($Api.Partner_Server_URL_260, FIND( ‘/services’, $Api.Partner_Server_URL_260))+”one/one.app#/sObject/<Report ID Goes Here>/view?pv0= “&Id&”&pv1=”&Name&””,”Report Link”)),(HYPERLINK(“/<Report ID Goes Here>?fv0=”&Id&”&pv1=”&Name&””, “Report Link”)))

Good Luck

Happy Salesforce!

2 Comments
  1. Salesforce | Nathan
    Nathan 1 year ago

    This is great.  However, when I use the custom link on my campaign page, it says “The filter value for ID”<MyCampaignId> is incorrect.  Specify an ID that is 15 or 18 characters long.”  The campaign ID that it grabbed was in fact the correct ID.

  2. Salesforce | Jarno Paulamäki
    Jarno Paulamäki 1 week ago

    Late coming in, I guess, but rather than doing:

    /one/one.app#/sObject/<Report ID Goes Here>/view?fv0=”{!Campaign.Id}”&fv1=”{!Campaign.Name}”

    put in

    /one/one.app#/sObject/<Report ID Goes Here>/view?fv0='{!Campaign.Id}’&fv1='{!Campaign.Name}’

    the operative difference being to use ‘ instead of “, seemed to fix what Nathan above here – and I – came across, that the length of the ID got parsed incorrectly.

    Good luck!

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