Here is a summary of the steps:
- Access Object Manager
- Go to Setup in Salesforce.
- Navigate to Object Manager.
- Use the Quick Find search bar to locate Campaign Member.
- 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.
- 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.
- 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.
- Save the Changes
- Click Save to apply the update.
- Repeat this process for all 10 default amount fields if needed.
- (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.