There are lots of recommenfded campaign hierarchy structures. Here are Tips For Organizing Campaign Hierarchy in Salesforce.

Link Related Campaigns

  • Campaign Hierarchies: Link related campaigns by creating “child” campaigns under “parent” campaigns to enhance organization and reporting.

Use Campaign Record Types

  • Different Record Types: Track various marketing efforts with specific record types, such as email campaigns or events.

Develop a Naming Convention

  • Consistent Naming: Implement a naming convention to make campaigns easily identifiable, describing variables, data elements, and logic clearly. We cannot stress enough how important this is.

Use Three Levels

  • Three-Level Structure: Maintain simplicity and detailed data by using a three-level hierarchy (e.g., grandparent, parent, child or solution/product, asset, promotional channel).

Additional Tips

  • Hierarchy Maintenance: Regularly maintain your campaign hierarchy.
  • Campaign Roll-up Reporting: Consider how data will roll up for comprehensive reporting.
  • Skinny Naming Conventions: Keep naming conventions concise.
  • Campaign Level Picklist: Utilize a picklist to define campaign levels.
  • Customize View: Adjust the campaign hierarchy view to suit your needs.

Advantages of Setting Up a Campaign Hierarchy

  • Enhanced Organization: Link related campaigns for a structured overview.
  • Improved Reporting: Facilitate detailed and aggregated reporting.

Tips For Organizing Campaign Hierarchy in Salesforce

  • Three-Level Hierarchy:
    • Example Structures: Grandparent, parent, child or solution/product, asset, promotional channel.
    • Simplicity and Granularity: This structure balances simplicity for foundational reporting and granularity for detailed insights.

Common Number of Levels in a Campaign Hierarchy

  • Three Levels: A typical structure might include:
    • Top Level: Marketing efforts for the entire year.
    • Second Level: Quarterly campaigns.
    • Third Level: Individual campaigns within each quarter.

Creating a Campaign Hierarchy in Salesforce

  1. Create/Open Campaign Record: Open the campaign record you want as a child.
  2. Select Parent Campaign: In the Parent Campaign field, choose the parent campaign.
  3. View Hierarchy: Open the campaign record and click “View Campaign Hierarchy” to see its position.

Sorting Campaign Members in Salesforce

  1. Navigate to Campaigns: Click Campaigns in the top toolbar.
  2. Select a Campaign: Choose a campaign to view its members.
  3. Edit Sort Order: Click Edit next to a campaign member, enter a value for Sort Order, and save.
  4. Repeat: Perform these steps for other campaign members as needed.

Currency Settings in Campaign Hierarchies

  • Same Currency Setting: Ensure all campaigns within a hierarchy have the same currency setting to avoid errors. Edit the currency in the CSV file or parent campaign if needed.

Information Visible in a Campaign Hierarchy

  • Campaign Members: View all members within the hierarchy, organized by different levels.

Best Practices for Defining Campaign Member Statuses

  • Automated Status Updates:
    • Flow Triggers: Create a Flow to update statuses based on campaign type or criteria when a campaign member record is created or updated.
    • Apex Triggers: Use Apex triggers for automatic updates based on complex business logic or custom objects.
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