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Sales Basics
Allow Users to Create Campaign Hierarchies

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Allow Users to Create Campaign Hierarchies

Before users can associate campaigns in a hierarchy, an admin must configure campaign page layouts to support it. Set up field-level security, and then add the Parent Campaign field and related list to campaign records.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create a campaign hierarchy:

Create on campaigns

AND

Marketing User selected in User Detail
To set up campaign hierarchies: Customize Application
To add, edit, or delete hierarchy columns: Modify All Data
  1. In Object Manager, find and select Campaign.
  2. Select Fields & Relationships, and then select Parent Campaign.
  3. Click Set Field-Level Security, indicate who has access to the field, and save your work.
  4. Select Page Layouts and add the Parent Campaign field to a campaign page layout.
  5. To allow users to see parent and child campaigns on a campaign record, add the Campaign Hierarchies related list to a campaign page layout.
 
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