Using a different Salesforce field for Opportunity Amount

Align.ly Attribution

  • Here is a summary of the steps:

    1. Access Object Manager
      • Go to Setup in Salesforce.
      • Navigate to Object Manager.
      • Use the Quick Find search bar to locate Campaign Member.
    2. Find and Edit the Attribution Fields
      • Click on Campaign Member and go to Field Relationships.
      • In the Quick Find, search for Amount.
      • You'll see 10 default amount fields created by Alignly in the unmanaged package.
      • Open one of the formula fields.
    3. Modify the Formula Field
      • The formula field calculates attribution by multiplying the touchpoint weight by the associated Opportunity amount.
      • To change it from Amount to ARR:
        • Click Edit on the formula field.
        • Replace Amount with ARR__c (or the API name of your ARR field).
        • If unsure of the API name, click Insert, navigate to Associated Opportunity, find ARR, and insert it into the formula.
    4. Update the Field Label (Optional)
      • The field label may still display as "Amount."
      • You can change the label to "ARR" for clarity.
      • Do not change the field name (API Name) as it will break reports and dashboards.
    5. Save the Changes
      • Click Save to apply the update.
      • Repeat this process for all 10 default amount fields if needed.
    6. (Optional) Keep Both Amount & ARR Fields
      • If you want flexibility in reporting, consider duplicating the amount fields instead of replacing them.
      • This allows both Amount and ARR to be available for different reports, though it may create some confusion.