Campaign Influence related list on opportunity records can display duplicate rows
Last updated 17 days ago ·Reference W-8949970 ·Reported By 1 users
In Review
Summary
The campaign influence related list on opportunity records can display duplicate rows when lead records are converted into existing contact records. This occurs if the lead and contact records were members of the same campaign prior to the conversion.
Repro
1. Make sure customizable campaign influence is enabled in your Salesforce org. Set any random model as the default.
2. Create a contact record, associate with an account record.
3. Add contact to an active campaign.
4. Create a new opportunity with that contact. Double check that a campaign influence record was created that associates the above campaign, contact, and opportunity. You can see this on the Opportunity record’s Campaign Influence related list.
5. Create a new lead record (add a random company name).
6. Add the new record to the same active campaign.
7. Double check both lead and contact records are campaign members.
8. Convert the lead record into the existing contact record (make sure to associate with the same account record).
9. Open up your opportunity page layout and make sure the campaign influence related list is added to the page layout. Also include the columns campaign member ID and campaign member status. Or add any column that pulls data directly from campaign member object.
10. Navigate to the opportunity record campaign influence related list. You’ll see 2 different rows in the campaign influence, one of which is a duplicate of the other.
11. On the related list settings, if you reset the campaign influence related list columns to default (with columns campaign member ID and campaign member status removed). It should show only one campaign influence record in the related list.
Workaround
In the page layout for the opportunity record, look for the campaign influence related list. Remove any fields that reference fields from the campaign member object
Reported By (1)
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