Salesforce holds the most complete view of your pipeline — but most marketing teams only use a fraction of the attribution data available in the CRM. Campaign influence reports exist, but nobody pulls them consistently. This stack surfaces the attribution intelligence buried in your Salesforce data. Pull campaign influence and opportunity touchpoint data from Salesforce, cross-reference it against Pardot or Marketing Cloud program performance, and run the combined dataset through a Claude attribution audit. The output is a channel attribution report that shows which marketing programs are actually moving deals — not just generating activity.
The Stack
The Prompt
This stack is built around the Attribution Audit Diagnostic Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.
You are a marketing attribution specialist auditing Salesforce campaign attribution data. Review the Salesforce campaign influence data and Pardot/Marketing Cloud program performance provided below. Identify campaigns with strong email or program engagement but low CRM pipeline influence — flag as potential attribution tracking gaps. Map each marketing program to its contribution to pipeline creation and closed-won revenue in the period. Flag attribution discrepancies: programs taking influence credit they didn't generate, or high-performing programs underreported in CRM due to tracking gaps. Output a Salesforce attribution audit with pipeline contribution by program and a prioritized list of attribution fixes.[ ... continued — see full prompt ]
The Workflow
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Export Salesforce campaign influence data
Pull campaign influence reports from Salesforce — primary and multi-touch influence by campaign, pipeline created per campaign, and closed-won revenue influenced.
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Export Pardot or Marketing Cloud program data
Pull email send, engagement, and conversion data from Pardot or Marketing Cloud for the same period. Include program-level metrics: send volume, open rate, click rate, and form submission volume.
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Cross-reference engagement vs. CRM influence
Map Pardot/Marketing Cloud programs to Salesforce campaigns. Identify programs with high engagement metrics but low CRM influence — a likely sign of attribution tracking gaps or sync issues.
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Run the attribution audit prompt
Paste the combined campaign influence and program engagement data into the Attribution Audit Diagnostic prompt. Claude identifies which programs are genuinely influencing pipeline and which appear to be tracked incorrectly.
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Fix attribution tracking and report
Implement the priority attribution fixes identified — campaign tagging corrections, Pardot-to-Salesforce sync rules, or influence model adjustments. Post the attribution summary to Slack and distribute the updated model to leadership.
What This Replaces
- Marketing attribution reports that only look at last-touch because multi-touch is too hard to pull
- Campaign influence data that sits in Salesforce reports nobody opens between QBRs
- Attribution debates where every team has different numbers because nobody aligned the data sources
Related Stacks
New stacks drop weekly.
Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.