Updating the Campaign Member Page Layout

  1. Go to Setup -> Object Manager -> Campaign Member -> Page Layouts
  2. Select the Campaign Member Page Layout you'd like to update (you may need to repeat these steps for more than one page layout)
  3. Select "Fields" and then drag in 3 Sections
  4. Select "2-Column" Layout and name the sections the following:
    1. Align.ly Attribution - Associated Opportunity and Attribution Type
    2. Align.ly Attribution - Weights
    3. Align.ly Attribution - Amounts
  5. In the "Align.ly Attribution - Associated Opportunity and Attribution Type" section, add the following fields:
    1. Column #1
      1. [AB] Associated Opportunity
      2. [AB] Attribution Type
    2. Column #2
      1. [OB] Associated Opportunity
      2. [OB] Attribution Type

  6. Click save and that's it for now!

Later we will create and add custom fields to the "Align.ly Attribution - Weights" and "Align.ly Attribution - Amounts" sections

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