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Using Salesforce Campaign Hierarchies

Matt Heinz - 8 April 2020

By Brenna Lofquist, Senior Marketing Consultant at Heinz Marketing
Taking a break from COVID-19 content to share with you what I’ve recently learned about campaign hierarchies in Salesforce. I’m not sure how I didn’t know about this before but at least I know now! I am by no means a Salesforce expert but, I’ve spent my fair share of time in the platform. Most of the work I do in Salesforce is around reporting so when I learned about campaign hierarchies and the impact on reporting, I was very excited to learn more.
Before we dig into campaign hierarchies, there’s a few important things to discuss.
Defining campaigns and why they are important
Let’s take a step back and talk about Salesforce campaigns and why they are important. Salesforce campaigns enable you to manage, track, and measure the effectiveness of your marketing and sales programs. They help connect your marketing and sales initiatives with

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