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Sales Basics
Understand Campaign Hierarchy

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Understand Campaign Hierarchy

To organize and link individual marketing campaigns together, use parent and child relationships to associate campaigns in a campaign hierarchy. You can think of a hierarchy as a family tree. Metrics from child campaigns roll up to the parent, so you can access data for individual campaigns or in aggregate. You can build a hierarchy to focus on marketing channels, fiscal periods, long-term projects, or any other factor that makes sense for your business. A campaign hierarchy can support up to five levels.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view campaigns: Read on campaigns
To view campaign hierarchies: Read on campaigns
To add, edit, or delete hierarchy columns: Modify All Data

Before users can create a hierarchy, an admin adds the Parent Campaign field to campaign records. To build a tree of campaigns, a user enters the name of the campaign into the Parent Campaign field and repeats the process to create family units.

  • A campaign hierarchy can support only one currency in its child campaigns.
  • A parent campaign’s statistics include aggregate values based on all its child campaigns, regardless of the current user’s sharing settings. To limit what’s shown to users, an admin can hide fields from the Campaign Hierarchy related list.
  • A user without access to a particular campaign can’t access its detail page from the Campaign Hierarchy related list.
  • All fields and values remain available in reports, even if items have been hidden on campaign records.

See Also

 
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