Updating Page Layouts
As the Digital Source Tracker package does not automatically add new fields to your page layouts, you will need to do this manually.
This section below in italics is for FCI employees only (Mindtouch Pro users). As of this writing, do not add these fields to the page layout as their behavior and definition will not make sense. They will be used possibly in a future DST visualization.
You will need to add DST Pro's custom fields to your relevant Campaign Member page layouts in Salesforce. This will allow users to see additional information captured by DST Pro.
Campaign Member Page Layout Additions
- Navigate to Setup | Customize | Campaigns | Campaign Members | Page Layouts | Edit
- Select the page layouts to modify.
- Place the following fields into the Full Circle Touchpoint Capture section that should have been previously created when Touchpoint Capture was installed:
- Number of Middle Touchpoints
- Number of Total Touchpoints
You may choose where to place these fields in that section. We recommend you place them under the First Digital Touchpoint checkbox.
Campaign Influence Detail Page Layout Additions
As part of the Digital Source Tracker package installation, the Campaign Influence Detail object will automatically be updated to also contain these new Daily Aggregate Database fields.
Modify Custom Report Types
After the Daily Aggregate Database is installed, you will need to add the feature's custom fields to your relevant Full Circle custom report types in Salesforce. This will allow users to select relevant Daily Aggregate Database fields when creating reports.
These instructions help you add the fields to a custom report type that shipped with Response Management.
NOTE: If you have created your own custom report types, remember to add these fields to those report types, too.
To edit the custom report type:
- Navigate to Setup.
- From the Quick Find search bar, type "Report Types."
- Select Report Types from the sidebar search result. A Custom Report Type introductory page shows up. Click Continue.
- From the list of all custom report types, locate and click the one called Campaign Influence Detail w/Related Objects (CRT).
- From the custom report type detail page, scroll to the Fields Available for Reports section. Click Edit Layout.
- On the right sidebar, locate the Campaign Influence Detail Fields selection box.
- Locate, click, and drag the following Daily Aggregate Database fields from the selection box to the Full Circle Touchpoint Capture section that was previously created during the installation of Touchpoint Capture. You may need to click the Next Page or Previous Page navigation buttons within the selection box to find all these fields. These are equivalent to the fields you see on the Campaign Member record.
- Number of Middle Touchpoints
- Number of Total Touchpoints
- Click OK. That field is now visible on Campaign Influence Detail reports.
- Click Save.
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