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How to Add the Primary Campaign Source Field to a Donations List View: https://help.pm.leapevent.tech/a/1637204
Since List Views are a great way to get a quick glance of an Object's records, you may find that you want to edit the fields that appear in your List Views. For most fields, this is a process you can do right from the List View using the Select Fields to Display function.
But what if you want to add the Primary Campaign Source field to a Donations List View?
To do this, Salesforce requires you to build a custom formula field that references the Primary Campaign Source field. Once your custom field is built, you can then add that field to your Donations List Views.
In this article, we'll walk you through how to build this field so that you can add the Primary Campaign Source to your List Views.
This process should take about 10-20 minutes, depending on how familiar you are with building custom fields.
1. Go to Setup
2. Click Object Manager
3. Use Quick Find to find and select Donation
4. Click Fields & Relationships
5. Click New
6. Select Formula as your Data Type, then click Next
7. Fill out the field information
- Field Label: Give your field a name! We recommend something like "Primary Campaign Source Label" or "Campaign Name"
- Select Text
- Click Next
8. Fill in the formula exactly as shown here, then click Next
Here's the formula in a copy-paste format: Campaign.Name
9. Click Next
10. Do you want this field to appear on your individual Donation records?
Since you likely already have the Primary Campaign Source field on your Donation Page Layouts, we recommend not adding this additional field to your Donation records.
Then click Save
Then uncheck Add Field
Then click Save
Now that your custom Campaign field's all set, you can add it to your List View!
You can add a field to your List Views using these steps.