All right.
So now that we know how to create campaigns let's understand more about the campaign management and
campaign hierarchy in Salesforce.
So what does campaign hierarchy.
First of all let's understand what does hierarchy hierarchy meaning leveraging the parent child relationship.
Likewise campaign hierarchy meaning creating parent child relationships in campaigns.
And thereby you form a hierarchy.
So now let's go to low level radiation and understand how we create this campaign hierarchy and sales
force go to develop a dog.
And here this is the campaign record that we previously created and you'll see that is pretty much an
independent campaign record.
So how do we create hierarchies.
So for creating hierarchies first of all we should create a parent child scenario.
So that scenario can be based on location or it can be based on some type of the campaign or some common
factor between the campaigns.
All right all that first from campaign to campaign ad that differs on business hold execute their marketing
campaigns based on that you create that parent child relationship between campaigns.
Say for example you are doing campaign all over the United States.
So that is a parent campaign.
And under that you create a tool child campaigns saying campaign Texas and camp in California.
And under that again you create two more campaigns Dallas and Houston and here is offline Los Angeles.
So this is how you create that parent child relationship and similarly you know this is based on the
location and if you consider this example.
This is completely based on the type of campaign.
How do you execute your campaigns.
This is campaign for this particular product.
And they are doing email campaigns on top of it.
They are also available on site.
They are also doing different type of campaigns.
So how would they have segregated their campaign says that this is a bait and campaign campaign ABC
product under that they have campaign emails which is a child of ABC product and a campaign emails again.
They have campaign mass emails and e-mails to prospects.
So mass e-mails just sending out mass emails for all the contacts that they have and e-mails to prospect
basically responding to prospects.
All right.
And for onsite again I have considered two examples like campaigns that did win moms and those that
did do trade shows.
So these are basically some examples that I have sorted out to help you understand the concept of campaign
hierarchy but this completely depends on the business how they define their campaign structure.
OK now let's consider this example and try to replicate that and sales force.
So go to the developer org.
Go for all campaigns.
You can see that I have already created these three campaigns.
So basically those campaigns are the campaign US Texas and California.
All right.
So have created those three campaigns U.S. Texas California.
But you see.
But if you see that is basically a normal relationship between these campaigns as such now we are going
to define the relationship.
So how do you define the relationship here.
Campaign U.S. that is apparent campaign it has to try.
Texas and California.
So what I'm going to do is go to campaign Texas and define the parent as campaign U.S..
But before you create this parent child relationship be sure that all the campaigns that you have created
are active.
So I know activated all the three campaigns know what I'm doing is I'm in campaign Texas.
And here you can see the Palin campaign.
So what I'm going to do this is the campaign click on the parent campaign field and then associate campaign
U.S. as the parent campaign save for effect.
Now we have created the relationship between U.S. and Texas and that's what we're going to do this go
to the second campaign that's California.
And then in a similar fashion are saying the Palin campaign here as well awesome.
So what we have done under the Palin campaign us we have created to child campaigns California and Texas.
So how do we go see this.
So go for the Palin campaign that is campaign us.
And here you have this view hierarchy link.
So if you click on that view hierarchy link you should be able to see this.
So under the main parent campaign us we have created Boo child campaigns.
Basically we have replicated this this level and this level two levels we have replicated.
So I know that in Salesforce we can create up to five levels of hierarchy but generally in business
we will have only two or three levels maximum.
But technically you can have up to five levels of hierarchy in campaigns cool.
What next.
We are going to do this.
We are going to create a these a child campaigns as well and associate them to the Texas and California
campaigns so you can also replicate a similar thing in your developer arg.
So now let me create four more campaigns and associate them accordingly
awesome I have created the other campaigns as well.
Basically I have completely replicated this hierarchy campaign U.S. Texas California Dallas Houston
have entirely created all these campaigns and I have created the parent child relationship as well.
So now if you go to California sorry the me the parent campaign that does us and then click on the View
hierarchy link it will show you the entire hierarchy.
So how you have two child campaigns and again how you have two more child campaigns for this parent
camp in California.
Similarly in virtual Vote campaigns record you create go for the view hierarchy link it should basically
show you the entire hierarchy.
So that view hierarchy link should show you the parent campaign and also it's related to a child.
Campaigns noted it shows you the entire hierarchy.
Perfect.
So this is how we create that parent child relationship and create that hierarchy in campaigns.
Awesome.
So now we have understood this concept about how to create campaigns hierarchy.
Now let's understand a related concept in hierarchies.
So this is about the standard feels that we have in campaigns.
So in campaigns object go for feels.
And here you see all the standard feeds for campaigns.
And here if you know that our tool feels actual cost in campaign actual cost and hierarchy budgeted
cost in campaign budget cost in hierarchy similarly contacts and campaign context and hierarchy converter
leads and can Winkenwerder leads in hierarchy similarly like you have several fields like this.
So what are these feats as the name says actual cost in campaign denote the actual cost for that specific
campaign.
All right.
So if you say the actual cost and campaign for campaign California it will say the actual cost for campaign
California.
That's it just for that single campaign.
But actual cost in hierarchy meaning the total cost of the campaigns in that particular hierarchy basically
the parent and their immediate child.
So that is the actual cost in the hierarchy.
Similarly you have other fees though in campaign fees refers to the value for that particular campaign.
And in hierarchy reference to the hierarchy that is parent and their immediate child.
So to get a better you a representation of these fields.
What let's do this.
Let's create two sections in our page layouts.
The first section and name it something like a campaign management.
And the second section name it like a campaign hierarchy and then a pool in the appropriate fields.
All right.
So I know what I have done is I have created are two sections that is campaign management and campaign
hierarchy in the page layout.
So let's go and check out the page layout edit layouts.
So here if you'll see I have created the two sections.
Campaign management and campaign hierarchy.
So under campaign management I have all those fields that are related to that specific campaign.
Basically the in campaign feels actual cost in campaign budgeted cost in campaign expected revenue and
campaign.
I'm set in campaign context and campaign everything.
So all those standard fields are already available.
I have just pulled into the layout.
The second section is about campaign hierarchy.
And I have included all that in hierarchy feels out here.
Awesome.
So now if I save and I'll go back to my record I see only the campaign management section.
And if we do not see the campaign hierarchy section why why why is that like we're not seeing the campaign
hierarchy the reason behind that does the fee level security for those in hierarchy fears are not set
by default.
So you have to set the fee level security for all those records for make it to be the symbol end up
the layout.
So what I'm going to do is I'm going to go to view fields and here let's consider an example.
Take actual cost in hierarchy.
So go to this particular field and here if you set the fee level security you'll see that it is not
too visible for any of the profiles.
That is why you're are not able to see that in the layout.
So for the time being let's let me just give it for the system administrator.
Save it.
Awesome.
Go back to the record
and he had you see just that single field.
All right.
Similarly said the feel of the security for all the remaining fields so that you will be able to see
that in the page layout are some muscle.
Know what I have done as I have updated the field level security for all the remaining fields.
And that is the reason I'm able to see that in the page layout.
Now you can see these two sections campaign management and campaign hierarchy but in these fields are
specific to that particular campaign.
Wherever this feels that is the hierarchy feels they retain the information of the campaigns in that
particular hierarchy.
And I do understand there's even better what you can do is you can populate the actual cost or maybe
the budget at cost now.
So pick any one of these fields the actual cost.
Say for example and then provide some value.
All right.
So provide some values for the child and see if they are getting populated here in the hierarchy field.
All right.
So see that live there.
The cumulative value is getting populated in the parent campaign so that desire you can test it out
perfect.
So the next one that I would like to show you is the campaign hierarchy related list.
This related list this place.
That particular campaign say for example another scenario it is campaign California and its immediate
child here the immediate child is Los Angeles and S.F. a full that is displayed here.
Here you also have that view parent link where you can click on that link and view its parent.
So in our scenario say for example let's google for campaign use.
So in campaign you as if you go to this campaign hierarchy related list you'll see California and Texas
basically it's immediate child.
So those campaigns are listed out here.
And also you'll see this hierarchy feels.
So just because we did not have any value as it is it's all showing zeros.
So that's why I told you just given some values for some off the field and then tested out Hollywood
is getting populated for hierarchy feels awesome.
So this is all about campaign management and campaign hierarchy and says folks.