Field Requirements for Reporting on Opportunities

We can report on opportunities generated by campaigns in two ways:

If you are using Buyer Insights and want to report in the success of your Sales Campaigns.
If you are running advertising or email marketing campaigns and want to show attribution of opportunities.

We only support reporting on opportunities if your are using Salesforce CRM.

1. If you are using Buyer Insights and want to report in the success of your Sales Campaigns.

We require that the following objects and fields are being brought in from Salesforce.

Objects:

We require the following fields from each object.

Opportunity	Amount CampaignId CloseDate ExpectedRevenue ForecastCategory AccountId isClosed IsDeleted IsWon LastModifiedDate LeadSource Name OwnerId Probability CreatedDate Type
Campaign	Id
Opportunity Contact Role	Id ContactId IsPrimary
Lattice Recommendation	OpportunityId Play Account Key Camp

2. If you are running advertising or email marketing campaigns and want to show attribution of opportunities.

We require that the following objects and fields are being brought in from Salesforce.

Objects:

We require the following fields from each object.

Opportunity

Amount

CampaignId

CloseDate

ExpectedRevenue

ForecastCategory

AccountId

isClosed

IsDeleted

IsWon

LastModifiedDate

LeadSource

Name

OwnerId

Probability

CreatedDate

Type

Opportunity Contact Role

ContactId

IsPrimary