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northbeachcitizensnorthbeachcitizens 

Campaign Hierarchy

Hello! Does anyone know how to get the parent Campaign to aggregate the following items from one or more child Campaigns?

 

Total Leads

Converted Leads

Total Contacts

Total Responses

Number Total Opportunities

Number Won Opportunities

Total Value Opportunities

Total Value Won Opportunities

 

I am finding that the forecasted information added under child Campaigns is not feeding up to the parent Campaign.

 

Thanks!

Pradeep_NavatarPradeep_Navatar
You need to write a trigger to achieve this functionality. On the basis of Parent campaign you can sum up the fields and save it in the parent campaign.
 
Hope this helps.
northbeachcitizensnorthbeachcitizens

Thanks so much!  If you know where to find a step-by-step guide as to how to write the triggers please feel free to let me know.  I have been fishing around but cannot seem to find the answer.

 

Thanks a bunch!
Pradeep_NavatarPradeep_Navatar

Please go through http://www.salesforce.com/us/developer/docs/apexcode/index_Left.htm#StartTopic=Content/apex_triggers.htm.

 

Hope this helps.
tantotanto

There really isn't a step by step document on creating triggers as all of the documentation assumes a programming back ground. Is this your first venture into OOP?
MBAcceptMBAccept

I am having the same problem as outlined above and can not seem to find any resources for this. I tried the link, but it did not seem to be valid. Any suggestions would be appreciated.

 

Thanks!