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 |
-
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.