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