CampaignInfluenceModel Metadata Type in SFDX

Architectural Overview#

In B2B revenue operations (RevOps), attributing Opportunity pipeline and closed-won revenue to a single “Primary Campaign Source” obscures multi-touch buyer journeys. The CampaignInfluenceModel metadata type powers Customizable Campaign Influence, allowing architects to define multiple parallel attribution models (such as First Touch, Last Touch, Linear/Even Distribution, or W-Shaped Custom Attribution).

Architecturally, each CampaignInfluenceModel acts as a partitioning key (ModelId) on the CampaignInfluence junction object between Campaign, Opportunity, and Contact. By setting <isModelLocked>true</isModelLocked> on custom attribution models, architects ensure that sales reps cannot manually tamper with revenue attribution percentages in the UI while allowing record-triggered Flow or batch ApexClass jobs to calculate exact Influence percentages totaling 100% per Opportunity.

SFDX Directory & File Suffix#

Key Metadata Fields#

The CampaignInfluenceModel metadata type exposes the following XML fields:

Declarative XML & package.xml Examples#

SFDX Source File Example#

<?xml version="1.0" encoding="UTF-8"?>
<CampaignInfluenceModel xmlns="http://soap.sforce.com/2006/04/metadata">
    <isActive>true</isActive>
    <isDefaultModel>false</isDefaultModel>
    <isModelLocked>true</isModelLocked>
    <modelDescription>Distributes Opportunity revenue share equally across all responded Campaigns linked to Opportunity Contact Roles prior to CloseDate.</modelDescription>
    <name>Multi-Touch Linear Attribution</name>
    <recordPreference>RecordsWithAttribution</recordPreference>
</CampaignInfluenceModel>

Package Manifest (package.xml)#

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Multi_Touch_Linear_Model</members>
        <name>CampaignInfluenceModel</name>
    </types>
    <version>68.0</version>
</Package>

Querying via SOQL & SFDX CLI#

Query CampaignInfluenceModel in SOQL to dynamically look up the ModelId inside your attribution Apex classes or Flows (never hardcode ModelId):

SELECT Id, DeveloperName, MasterLabel, IsActive, IsDefaultModel, IsModelLocked, ModelType
FROM CampaignInfluenceModel
WHERE IsActive = true
ORDER BY IsDefaultModel DESC, DeveloperName ASC

Retrieve and deploy CampaignInfluenceModel metadata using Salesforce CLI:

# Retrieve CampaignInfluenceModel definitions
sf project retrieve start --metadata CampaignInfluenceModel:Multi_Touch_Linear_Model

# Deploy CampaignInfluenceModel to target org
sf project deploy start --metadata CampaignInfluenceModel:Multi_Touch_Linear_Model

Senior Architect Best Practices & Gotchas#

• Prerequisite Feature & Permission Set: Before deploying CampaignInfluenceModel, Customizable Campaign Influence must be enabled in CampaignSettings (enableCampaignInfluence2: true), and the deploying user must hold the Campaign Influence (CampaignInfluence2) permission (often granted via a CRM User or Marketing PermissionSet).
• 100% Influence Ceiling per Opportunity & Model: The platform enforces a hard database constraint that the sum of Influence percentages across all CampaignInfluence records for a single OpportunityId + ModelId combination cannot exceed 100.0%. When recalculating weights in Apex or Flow, update existing rows or redistribute weights in a single DML list to avoid FIELD_INTEGRITY_EXCEPTION errors.
• Switching isDefaultModel: Exactly one active model must have isDefaultModel set to true. When promoting a custom model to default, deploy the new default model (isDefaultModel: true) and the previous default model (isDefaultModel: false) in the same deployment.

Frequently asked questions

What is the purpose of CampaignInfluenceModel in Salesforce?

It defines a distinct revenue attribution model in Customizable Campaign Influence so marketing and sales teams can track first-touch, last-touch, or custom weighted influence on Opportunities.

Where are CampaignInfluenceModel files stored in SFDX source format?

They are stored in the force-app/main/default/campaignInfluenceModels/ directory with the .campaignInfluenceModel-meta.xml file extension.

What is the effect of setting isModelLocked to true on a CampaignInfluenceModel?

When isModelLocked is true, users cannot manually create, edit, or delete CampaignInfluence records for that model in the UI; records can only be modified via API or automation.

Can I query CampaignInfluenceModel and CampaignInfluence records in SOQL?

Yes, once Customizable Campaign Influence is enabled, both CampaignInfluenceModel and CampaignInfluence are standard objects queryable via SOQL.