Here is a summary of the steps:
- 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.
- 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.
- Edit the Report Type Layout
- Click Edit Layout.
- 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.
- 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.
- 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.
