#Sales And Marketing34 discussing

Salesforce’s standard campaign hierarchy only supports summing child values—not subtracting them from a parent field. That means if you set up a parent campaign to hold your overall budget and then add child campaigns with individual budgets, a roll‐up summary field will add the child budgets rather than subtract them from your total.

To achieve the desired budget tracking, consider a custom solution:

1. Custom Fields & Calculation Logic

• Overall & Remaining Budget Fields: 
  Create a custom field on your parent campaign for the overall marketing budget (e.g., Overall_Budget__c) and another for the remaining budget (e.g., Remaining_Budget__c).

• Campaign Budget Field: 
  On each child campaign, include a custom field (e.g., Campaign_Budget__c) to capture the allocated amount.

• Recalculate Remaining Budget: 
  Use an Apex trigger or a declarative solution like Flow/Process Builder to:
  • Sum Up Child Budgets: Aggregate the Campaign_Budget__c values from all child campaigns.
  • Subtract from Overall Budget: Update the parent campaign’s Remaining_Budget__c by subtracting the total of child budgets from the Overall_Budget__c.

2. Using a Custom Object (Alternative Approach)

If your requirements are more complex, you might consider:

• Custom Budget Object: 
  Create a custom object to represent a marketing budget.

• Child Spending Records: 
  Record campaign spending as child records linked to this custom object.

• Roll-Up Summary & Formulas: 
  Use a roll-up summary field to calculate the total spend, then a formula field to derive the remaining budget by subtracting total spend from the overall budget.

1. Externalize Branding Data

• Custom Metadata / Custom Settings:

– Create a custom metadata type (or a hierarchical custom setting) with fields for your logo URL, primary color, secondary color, etc. 

– This lets subscribers update the values post-installation via a custom setup page or even directly if you allow it.

2. Build an Administrative Interface

• Custom Admin Page:

– Build a Lightning component or Visualforce page for administrators to update these branding values. 

– This ensures that the subscriber can easily set their own logo and theme colors without modifying the underlying package code.

3. Apply Branding Dynamically in Your Application

• Dynamic CSS / Styling:

– In your Lightning components or Visualforce pages, query the custom metadata/custom setting values and apply them as inline styles or through dynamically generated CSS. 

– For example, in a Lightning component, you could bind a component attribute to the color value and use it in your component’s CSS. 

Considerations

• Static Resources:

– Since you cannot modify static resources in a managed package after installation, all customizable aspects must be handled through these external configuration mechanisms. 

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– Make sure to cache or query these settings efficiently, as they may be used on multiple pages or components. 

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– Provide clear instructions and possibly validations in your admin interface so that subscribers enter valid URLs or color codes.