Primary campaign source on opportunities
Key Takeaway
Primary Campaign Source is the opportunity field that names the one campaign credited with generating the opportunity. When Salesforce fills it in from a contact, or from a lead associated with several campaigns, it uses the most recently associated campaign.
Primary Campaign Source is a standard field on an opportunity that holds the name of the campaign credited with generating it. The field ties an opportunity back to the marketing effort that created it. Because it connects marketing campaigns to sales results, you can see how much business a campaign produced and calculate its return on investment (ROI).
How the field gets set
The Primary Campaign Source field gets set in three common ways:
- A user can fill in the field when creating an opportunity.
- When a user creates an opportunity from the Opportunities related list on a contact, Salesforce automatically fills in the field with the contact's most recently associated campaign.
- When a user converts a lead associated with a campaign, Salesforce also fills in the field automatically.
During lead conversion, the lead's Campaign maps to the opportunity's Primary Campaign Source field. That campaign then receives 100% of the opportunity's amount as revenue credit.
When a converted lead is associated with several campaigns, Salesforce puts the most recently associated campaign in the Primary Campaign Source field. Salesforce does this even if the sales rep converting the lead can't access that campaign.