A family foundation wants to use Salesforce to track its funding of dozens of projects...

Creating a Campaign hierarchy is the most effective way to track funding for projects and monitor year-over-year goals in Salesforce. Campaign hierarchies allow for organizing campaigns in a structured manner, making it easy to roll up data and track progress across different levels. Here’s how to set this up:

Create Parent Campaigns for Years:

For each year, create a parent campaign. For example, "2023 Projects" and "2024 Projects".

Create Sub-Campaigns for Projects:

Under each yearly parent campaign, create sub-campaigns for each project. For instance, "2023 Projects" can have sub-campaigns like "Project A", "Project B", etc.

Link Sub-Campaigns to Parent Campaigns:

Use the Parent Campaign lookup field to link each project campaign to its respective year campaign. This establishes the hierarchy.

Track Goals and Progress:

Use Campaign fields to set goals and track actual amounts. Fields like "Campaign Member Status", "Amount Raised", and custom fields can be used to track the funding and progress.

Use roll-up summary fields to aggregate data from sub-campaigns to parent campaigns.

Reporting and Dashboards:

Create reports and dashboards to monitor the progress of each project and year-over-year comparisons. Use the Campaign Hierarchy feature in reports to show aggregated data.

By setting up a Campaign hierarchy, the foundation can easily track the funding, manage goals, and compare progress year-over-year.

"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies

"Managing Campaigns in NPSP" from Salesforce.org: Managing Campaigns