Which of the following methods is used to relate an opportunity to a campaign?

The method used to relate an opportunity to a campaign is by selecting the Primary Campaign Source for the Opportunity. This is a crucial feature in Financial Service Cloud as it allows organizations to track which campaigns contribute to their sales efforts effectively. By setting a Primary Campaign Source, you can identify the marketing activities that led to the creation of a specific opportunity, thereby facilitating better analysis of marketing effectiveness.

When the Primary Campaign Source is designated, it directly links that opportunity back to the campaign, helping sales and marketing teams understand the contribution of various campaigns to their revenue. This linkage is important for reporting and analyzing the ROI of marketing efforts, allowing businesses to refine strategies and maximize successful campaigns.

The other options, while related to campaign and opportunity management, do not serve the primary purpose of establishing a direct relationship between an opportunity and a campaign in the context specified. The Campaign Influence Related List is utilized for viewing multiple campaigns affecting an opportunity, but it does not set the primary relationship. The Campaign Hierarchy Related List provides visibility into related campaigns but does not establish a direct link for reporting purposes. The option suggesting that you cannot relate an opportunity to a campaign is inaccurate, as this functionality is a core component of the platform’s capabilities.