Getting Started Attribution

  • 3. Add the Campaign Member Related Lists to Opportunity

  • 4. Update the Campaign Member Page Layout to use the Attribution version

  • 5. Add "Engagement Date" and "View" to Campaign History related lists on Lead and Contact

  • 6. (If applicable) Update Formula fields on Campaign Member to use custom Amount field

  • 7. Update Dashboard Filters

  • 8. (If applicable) Create a Flow to Exclude Opportunity Records

  • 9. Running and Scheduling Attribution