Related list for Campaign members on Accounts

Create a Campaign Related Lists on Accounts

Sometimes, you just want to see all the Campaigns for an Account, based on the Contacts associated and their Campaigns. Well, you can, and here is how I setup the Process after the question was posted on the Salesforce Success Community site.

Part 1

  • Create an “Account” field on the Campaign Member Object. The related list on the Account should be called “Campaigns” or something similarRelated list for Campaign members on Accounts
  • Any additional fields you want displayed on the Account’s related list should be created on the campaign member to = the campaign’s field values
  • Update the Account page layout to display the necessary fields from the campaign member’s campaign

Part 2, updating the Account

  • Create a Process with Process Builder that is based on the Campaign Member.

Campaign Member Account Process

  • Have the following criteria:
    •  Campaign Member’s Contact’s Account <> Account Field
    • ContactId is null = False
    • Contact.AccountId is null = False

Action criteria for the Campaign member Account Process

  • Set your action to Populate the Account custom field on the Campaign Member with the Accountid from  the Contact, and you’re good to go.

Not so scary right?  Didn’t think so.  Now, don’t forget to create a custom report type for Accounts with/without Campaign Members so you can report on the data.

You can install the package in your sandbox or dev org with the links below.  The package includes the process, campaign member account field, and a custom report type for Accounts w/without Campaigns.

Find it on the AppExchange Here

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04to00000007Mh5
Dev Org: https://login.salesforce.com/packaging/installPackage.apexp?p0=04to00000007Mh5

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10 thoughts on “Create a Campaign Related Lists on Accounts

  1. Tommy Strickland says:

    Thank you for this Meighan!

    It’s nearly perfect for me, but the process is preventing campaign members being created for lead records. I applied the criteria according to what you shared, but maybe I’m missing something?

    Liked by 1 person

    • Meighan Brodkey says:

      IF you export the Ids using the data loader of the Campaign Members that are contacts with the query,
      SELECT Id from CampaignMember WHERE ContactId != null
      then do an update with the data loader, using the file with the Ids you just exported, only map the Id to the Campaign Member Id, and run, it should trigger the process to fire and update your Campaign Members with contacts. If it doesn’t work for you, let me know.

      Like

  2. Anonymous says:

    How do I reflect this on existing campaigns?
    This solution, unless I have incorrectly implemented it, only works for new campaigns and associations

    Like

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