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Best Practices for Campaign Marketplace
Looking for best practices and use cases to help you get the most out of Campaign Marketplace? You’ve come to the right place.
Required Editions
| Available in: Enterprise, Performance, Unlimited, and Developer editions |
Highlighting a Custom Field
Channel managers can use Highlights to call out certain types of campaigns. Create a custom formula field for greater flexibility when choosing types of fields to highlight.
For example, you can create a custom formula text field called “Recently Added”. Enter the following formula in the “Simple Formula” box:
IF((TODAY() - 7) < DATEVALUE(CreatedDate), "RECENTLY ADDED", "")
Add the “Recently Added” field to the columns in the list view you are using in your marketplace.
Under Highlights, select the “Recently Added” field and choose the color you want to highlight recently added campaigns.
Managing Visibility of Campaigns Using List Views
Channel managers can configure components to manage how campaigns are displayed to partners.
- Use filters to control visibility for campaigns. By default, we only show campaigns that are active and within the start and end of their date range. You can use activation or the start and end date to control visibility. Optionally add an approval process and a custom "approved" field on campaigns to control the visibility in the list view.
- Provide different types of marketplaces to partners. Add multiple marketplaces, with different list views, to different regions on a page or using the tab component.
- Hide partner-owned campaigns from the marketplace without using a trigger. You can filter the campaign list view using Owner User Type. You can also add a custom checkbox field to the campaign and set the default to "false". Make sure the field is read-only for the profiles that sign up for campaigns. You can then filter the list view by campaigns with the custom checkbox marked "true".
Copying Fields That Are Not on a Partner’s Page Layout
When a partner signs up for a campaign, fields that are not on the partner’s page layout are not copied. Use a trigger to copy fields you want to include on the child campaign when a partner signs up. These fields don’t show up in the layout, but are included in the child campaign record. We recommend using this trigger:
trigger onSignUpCopyFields on Campaign (before insert) { for (Campaign childCamp : System.Trigger.new) { // check if the campaign is being signed-up if (childCamp.parentId != null) { // may need to add more conditions here, depending on campaign hierarchy and usage. // read all the campaign data that might not be on the child // sign-up/clone doesn’t copy the fields not on the user's page layout Campaign parentCamp = [SELECT Id, Name, Type, YourCustomFieldName__C FROM Campaign WHERE Id =: childCamp.ParentId]; YourCustomFieldName__C = parentCamp.YourCustomFieldName__C; // You can update the record directly only before insert.
Signing Up for a Campaign
Partner users should default their “Actual Cost in Campaign” field to null and their “Num Sent in Campaign” field to 0 before signing up for a new campaign.
