10 - Update Page Layouts and Custom Report Types

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.

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:

1. Navigate to Setup.
2. From the Quick Find search bar, type "Report Types."
3. Select Report Types from the sidebar search result. A Custom Report Type introductory page shows up. Click Continue.
4. From the list of all custom report types, locate and click the one called Campaign Influence Detail w/Related Objects (CRT).
5. From the custom report type detail page, scroll to the Fields Available for Reports section. Click Edit Layout.
6. On the right sidebar, locate the Campaign Influence Detail Fields selection box.
7. 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.
   1. Number of Middle Touchpoints
   2. Number of Total Touchpoints
8. Click OK. That field is now visible on Campaign Influence Detail reports.
9. Click Save.