sf_campaign_influence

Query Salesforce's CampaignInfluence object for multi-touch attribution data. Returns which campaigns influenced each opportunity, along with the opportunity amount, stage, and influence score. Filter by campaign ID or date range. Requires Campaign Influence to be enabled in the org.

Server Salesforce Marketing salesforce-marketing-mcp
Category Read
Risk class Low
Parameters 40 required

What sf_campaign_influence does on Salesforce Marketing

AI agents call sf_campaign_influence to retrieve information from Salesforce Marketing without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

ParameterTypeRequiredDescription
limit integer
dateTo string
dateFrom string
campaignId string

Parameters from the server's own tool schema.

Why sf_campaign_influence needs a policy

This tool performs data retrieval only (query, returns data). It does not create, modify, delete, execute commands, or commit financial transactions. The filtering options (campaign ID, date range) are query parameters that refine retrieval without side effects. Low severity because unauthorized access to campaign attribution metrics poses limited risk compared to other categories.

From the tool's definition Tool description states 'Query Salesforce's CampaignInfluence object' and 'Returns which campaigns influenced each opportunity' — it retrieves and queries attribution data with no modification or destructive actions.

Questions about sf_campaign_influence

What does the sf_campaign_influence tool do? +

Query Salesforce's CampaignInfluence object for multi-touch attribution data. Returns which campaigns influenced each opportunity, along with the opportunity amount, stage, and influence score. Filter by campaign ID or date range. Requires Campaign Influence to be enabled in the org. It is categorised as a Read tool in the Salesforce Marketing MCP Server, which means it retrieves data without modifying state.

What parameters does sf_campaign_influence accept? +

sf_campaign_influence accepts 4 parameters: limit, dateTo, dateFrom, campaignId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on sf_campaign_influence? +

Register the Salesforce Marketing MCP server in PolicyLayer and add a rule for sf_campaign_influence: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Salesforce Marketing. Nothing to install.

What risk level is sf_campaign_influence? +

sf_campaign_influence is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit sf_campaign_influence? +

Yes. Add a rate_limit block to the sf_campaign_influence rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block sf_campaign_influence completely? +

Set action: deny in the PolicyLayer policy for sf_campaign_influence. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides sf_campaign_influence? +

sf_campaign_influence is provided by the Salesforce Marketing MCP server (salesforce-marketing-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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