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Topics#Data ManagementFrage von Meg Baatz
Meg Baatz (Posture Shift) fragte in #Data Management
15. Feb. 2021, 20:13

How do I add Campaign Name and Parent Campaign to List View?

I'd like to add Campaign Name and Parent Campaign to the list view for a person's Opportunity list views and search views throughout Salesforce.

 

For some reason, this is not the default, but I also can't find it as a customization.

 

I found this tutorial (https://help.salesforce.com/articleView?id=000319963&type=1&mode=1) on how to add Campaign Name (a workaround that adds it as a formula), but the Campaign Name  is not clickable, and I can't do the same for Parent Campaign.

 

Can anyone provide guidance? Thanks in advance.

 

 
5 Antworten
  1. Coby Press (Black Cloud) Forum Ambassador
    15. Feb. 2021, 20:16
    This will be interesting... I imagine. So it looks like you are going to need to use a lookup field if you want to view the parent of the campaign in an opportunity list view. 

     

    Going to be a bit of a pain in the ass.

     

    What my solution involves-

     

    New lookup on Opportunity to Campaign

     

    Flow to update that field when a Campaign is selected/changed

     

    Flow to populate all the old records which dont have this new lookup populated

     

    Fair bit of work to just show the parent record, when you could just set up the compact layout so when you hover over it, one of the fields is the parent campaign

     

    Cheers
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