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Salesforce Campaign Hierarchy Design

  • 1.  Salesforce Campaign Hierarchy Design

    Posted 12-18-2019 04:21 PM
    I'm wondering if there is any organization out there, with a significant major gifts program that could share how they have designed their campaign hierarchy with us?

    We are particularly interested in:

    - Did you use the out of the box structure?
    - What types of related object did you create?
    - Other unique design considerations you may have gone through?



    Brian Dowling
    Sr. VP for Finance & Information Systems
    VGH & UBC Hospital Foundation

  • 2.  RE: Salesforce Campaign Hierarchy Design

    Posted 12-19-2019 10:00 AM
    Edited by Medha Nanal 12-19-2019 10:26 AM
    Hi Brian,

    As CRM/data consultant/advisor, I have worked with several organizations using Salesforce to help design their core database & operations, and I have helped with campaign hierarchy and related design. Feel free to contact me to have a chat. (In the interest of full disclosure, this falls in the services my company provides, however, I am inviting you for a no-obligation conversation).

    As a short and quick answer to your question: There is framework provided to create campaign hierarchy, but there is no out of the box campaign structure in Salesforce by default. If there is such a structure in your database, then it may be an add-on as a part of some app, or the customization by implementation partners etc.

    Also, your data model design should closely replicate your needs and your processes, instead of you trying to fit your operations into the structures. In other words, even if there is a structure/framework, it is not mandatory to use the campaign hierarchy. 

    Hope this helps!!

    P.S. I am out of office next week through the first week of January.

    Medha Nanal
    Top Cloud Consulting