Analyze and report on the health of your related campaigns. By associating campaigns with one another using a lookup relationship, you can group campaigns within a specific marketing program or initiative.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To create a campaign hierarchy:||“Create” on campaigns|
Marketing User enabled in your user detail page
|To set up campaign hierarchies:||“Customize Application”|
Hierarchies contain up to five levels. Each campaign can have one parent campaign, but an unlimited number of sibling campaigns.
To set up campaign hierarchies, add the Parent Campaign field to your campaign page layout and enable the campaign hierarchy statistics fields.
The process for making the fields visible depends on your Salesforce
edition. For Enterprise, Unlimited, Performance
, and Developer editions, use field-level security. As you make each field visible, Salesforce
displays the field's value in the Hierarchy Total
section of the Campaign Hierarchy related list. For Professional Edition, add the campaign hierarchy statistic fields to the campaign page layout; the fields will appear on the page layout and in the Hierarchy Total
section of the Campaign Hierarchy related list.
The campaign hierarchy fields provide aggregate data for a parent campaign and all the campaigns below it in the campaign hierarchy, regardless of whether a user has sharing rights to a particular campaign within the campaign hierarchy. Therefore, consider your organization's campaign sharing settings when enabling campaign hierarchy fields. If you do not want users to see aggregate hierarchy data that includes campaigns to which the users do not have access, you can choose to remove any or all of the campaign hierarchy fields from the Campaign Hierarchy related list. If you do not add the campaign hierarchy fields to the related list or page layout, you can still access these fields on reports.
Once campaign hierarchies are set up, users can create and assign parent campaigns using Parent Campaign
and then view details about the hierarchy on the Campaign Hierarchy page or the Campaign Hierarchy related list.
All campaigns within a hierarchy must use the same currency.
The Campaign Hierarchy page, accessible from the [view hierarchy]
link next to the Campaign Name
on the campaign record, shows all the levels in a hierarchy and the campaigns included in each level. For more information, see Viewing Campaign Hierarchies
. The Campaign Hierarchy related list provides aggregate data for the parent campaign and all the campaigns below it in the hierarchy. For more information see Viewing Campaign Hierarchy Statistics