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Sales Basics

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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

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

In Object Manager, find and select Campaign.
Select Fields & Relationships, and then select Parent Campaign.
Click Set Field-Level Security, indicate who has access to the field, and save your work.
Select Page Layouts and add the Parent Campaign field to a campaign page layout.
To allow users to see parent and child campaigns on a campaign record, add the Campaign Hierarchies related list to a campaign page layout.