If a gift officer cannot add donors to a Campaign directly from an Opportunities report, what should they do?

The correct course of action is to create a report type that includes contacts such as Opportunities with Contact Roles. This option maximizes the efficiency of working with donor data and enables the gift officer to directly link opportunities to contacts and campaigns within Salesforce.

By selecting the report type that incorporates both Opportunities and Contact Roles, the gift officer can easily view which contacts are associated with each opportunity. This direct linkage is essential for effectively managing campaigns, as it provides a comprehensive view of donor relationships and potential campaign participants.

In Salesforce, utilizing a report type that covers multiple related objects ensures that any actions taken afterward—like adding members to a campaign—are streamlined and based on accurate and relevant data. This option enhances the workflow and allows for better organization during campaign management efforts.