How to Create Parent Campaign in Salesforce

Quick summary

This demo shows how to create a Parent Campaign in Salesforce by navigating to the Campaigns module and linking a child campaign using the Parent Campaign field. It covers the full process from opening the App Launcher to saving both the parent and child campaign records.

Steps

1. Click the App Launcher at the top of the dashboard.
2. Scroll down and click Campaigns.
3. Select New at the top right of the page.
4. Fill in the details for the new campaign.
5. Click Save — the campaign is now set as the Parent Campaign.
6. Select New again to create another campaign.
7. In the dialog box, locate the Parent Campaign field.
8. Choose your previously created campaign as the parent.
9. Enter the remaining required details, then click Save to create the child campaign.