Here is a summary of the steps:
- Add Custom Fields to the Campaign Member Object
- Go to Setup → Object Manager → Campaign Member.
- Click on Fields & Relationships.
- Create the Percent Field (Weight):
- Click New Field → Select Percent.
- Set Label: [AB] Time Decay Sourced Weight.
- Set Length = 16 and Decimals = 2.
- Save the field and copy the API Name.
- Create the Formula Field (Weighted Amount):
- Click New Field → Select Formula.
- Set Label: [AB] Time Decay Sourced Amount.
- Set Return Type: Currency (0 or 2 decimals).
- Enter Formula:
AB_Time_Decay_Sourced_Weight__c * algnatt__AB_Associated_Opportunity__r.Amount
- Set Blanks as Blanks and validate the formula.
- Save the field.
- Configure Alignly Attribution Custom Settings
- Go to Setup → Quick Find → Custom Settings.
- Select Alignly Attribution Settings → Click Manage → Edit.
- Find [AB] Time Decay Sourced Field and paste the copied API Name.
- Ensure no extra spaces before or after the API Name.
- Click Save.
- Activate the Model in Alignly Attribution
- Return to Alignly Attribution.
- Confirm the [AB] Time Decay Sourced model is turned on.
- Run manually or wait for the next scheduled job.
- Update the Custom Report Type
- Add both the Weight and Amount fields to the custom report type.
- (Refer to the separate video for detailed steps.)