Creating Custom Fields on Campaign Member for Attribution Amounts

After you've created your custom fields on Campaign Member for attribution weights (see related article), you can now create custom fields on Campaign Member for attribution amounts.

Below is the recommend mapping and naming for the custom currency fields for amounts:

Account-Based

  • [AB] First Touch Sourced -> [AB] First Touch Sourced Amount
  • [AB] Last Touch Sourced -> [AB] Last Touch Sourced Amount
  • [AB] Equal Weight Sourced -> [AB] Equal Weight Sourced Amount
  • [AB] U-Shaped Sourced -> [AB] U-Shaped Sourced Amount
  • [AB] Time Decay Sourced -> [AB] Time Decay Sourced Amount
  • [AB] First Touch Accelerated -> [AB] First Touch Accelerated Amount
  • [AB] Last Touch Accelerated -> [AB] Last Touch Accelerated Amount
  • [AB] Equal Weight Accelerated -> [AB] Equal Weight Accelerated Amount
  • [AB] U-Shaped Accelerated -> [AB] U-Shaped Accelerated Amount
  • [AB] Time Decay Accelerated -> [AB] Time Decay Accelerated Amount
  • [AB] First Touch Influenced -> [AB] First Touch Influenced Amount
  • [AB] Last Touch Influenced -> [AB] Last Touch Influenced Amount
  • [AB] Equal Weight Influenced -> [AB] Equal Weight Influenced Amount
  • [AB] U-Shaped Influenced -> [AB] U-Shaped Influenced Amount
  • [AB] Time Decay Influenced -> [AB] Time Decay Influenced Amount

Opportunity-Based

  • [OB] First Touch Sourced -> [OB] First Touch Sourced Amount
  • [OB] Last Touch Sourced -> [OB] Last Touch Sourced Amount
  • [OB] Equal Weight Sourced -> [OB] Equal Weight Sourced Amount
  • [OB] U-Shaped Sourced -> [OB] U-Shaped Sourced Amount
  • [OB] Time Decay Sourced -> [OB] Time Decay Sourced Amount
  • [OB] First Touch Accelerated -> [OB] First Touch Accelerated Amount
  • [OB] Last Touch Accelerated -> [OB] Last Touch Accelerated Amount
  • [OB] Equal Weight Accelerated -> [OB] Equal Weight Accelerated Amount
  • [OB] U-Shaped Accelerated -> [OB] U-Shaped Accelerated Amount
  • [OB] Time Decay Accelerated -> [OB] Time Decay Accelerated Amount
  • [OB] First Touch Influenced -> [OB] First Touch Influenced Amount
  • [OB] Last Touch Influenced -> [OB] Last Touch Influenced Amount
  • [OB] Equal Weight Influenced -> [OB] Equal Weight Influenced Amount
  • [OB] U-Shaped Influenced -> [OB] U-Shaped Influenced Amount
  • [OB] Time Decay Influenced -> [OB] Time Decay Influenced Amount

Here are the steps to create a new custom formula field:

  1. Go to Setup -> Object Manager -> Campaign Member -> Fields & Relationships
  2. Click "New"
  3. Select field type of "Formula"
  4. Enter in a Field Label (see above for recommended names)
  5. Select "Currency"
  6. Choose the number of decimal places. We typically recommend 0.
  7. Insert the formula
    1. We want to multiply the calculated model weight by a currency field on either Opportunity or Account
    2. NOTE: Be sure to use the right model type (account-based or opportunity-based)
    3. Example for Opportunity Amount
      1. AB_Equal_Weight_Sourced__c * algnatt__AB_Associated_Opportunity__r.Amount
    4. Example for Account LTV
      1. AB_Equal_Weight_Sourced__c * algnatt__AB_Associated_Opportunity__r.Account.LTV__c
  8. Set field-level security
  9. Add to page layout
  10. Click "Save"

Repeat the steps above for all the attribution models you've configured.

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