Adding a field to the Campaigns with Members and Opps custom report type

Align.ly Attribution

  • Here is a summary of the steps:

    1. Navigate to Custom Report Types in Salesforce
      • Go to Setup → In the Quick Find, type Report Types.
      • Locate and select Campaigns with Members and Ops.
    2. Switch to Classic (If Needed)
      • If the page does not load properly in Lightning (e.g., spinning icon issue), switch to Salesforce Classic.
      • Once in Classic, navigate again to Report Types → Select Campaigns with Members and Ops.
    3. Edit the Report Type Layout
      • Click Edit Layout.
    4. Add Fields Related via Lookup
      • To add an Opportunity field, select Campaign Member Fields → Click Add Fields Related Via Lookup.
      • Select the [AB] Associated Opportunity or [OB] Associated Opportunity lookup.
      • Choose the desired field, e.g., ARR (Annual Recurring Revenue), and confirm the selection.
      • Repeat the process if you want to add the field for both Account-Based and Opportunity-Based attributions.
    5. Add Other Related Fields (Optional)
      • You can also add fields related to Contacts and Leads from the lookup fields.
      • If you need a field that combines Lead and Contact values, consider creating a Formula Field on the Campaign Member object.
    6. Save and Apply Changes
      • Once all necessary fields are added, click Save.
      • The new fields will now be available for use in reports and filters.