tools-only Campaigns Data Model Template
Pre-built data model for Salesforce Campaigns using flowchart LR format with color coding and relationship indicators.
Objects Included
| Object | Type | Description |
|---|---|---|
| Campaign | STD | Marketing campaigns |
| CampaignMember | STD | Campaign responses (Lead/Contact) |
| CampaignMemberStatus | STD | Status values per campaign |
| CampaignInfluence | STD | Attribution to opportunities |
| Lead | STD | Potential customers |
| Contact | STD | Existing contacts |
| Opportunity | STD | Influenced deals |
Query Org Metadata (Recommended)
Enrich diagram with live org data:
python3 ~/.claude/plugins/marketplaces/sf-skills/sf-diagram-mermaid/scripts/query-org-metadata.py \
--objects Campaign,CampaignMember,CampaignInfluence,Lead,Contact,Opportunity \
--target-org myorg
Mermaid Template (Preferred)
Left-to-right flowchart with color coding.
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
%% ═══════════════════════════════════════════════════════════════
%% CAMPAIGNS DATA MODEL
%% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
%% Colors: Blue = Standard, Orange = Custom, Green = External
%% ═══════════════════════════════════════════════════════════════
%% Core Campaign Objects
Campaign["Campaign<br/>(count)"]
CampaignMember["CampaignMember<br/>(count)"]
CampaignMemberStatus["CampaignMemberStatus<br/>(count)"]
%% Attribution
CampaignInfluence["CampaignInfluence<br/>(count)"]
%% Related Objects
Lead["Lead<br/>(count)"]
Contact["Contact<br/>(count)"]
Opportunity["Opportunity<br/>(count)"]
%% Relationships - Campaign to Members
Campaign ==>|"MD"| CampaignMember
Campaign ==>|"MD"| CampaignMemberStatus
Lead -->|"LK"| CampaignMember
Contact -->|"LK"| CampaignMember
%% Relationships - Attribution
Campaign -->|"LK"| CampaignInfluence
Contact -->|"LK"| CampaignInfluence
Opportunity -->|"LK"| CampaignInfluence
%% Campaign Hierarchy
Campaign -.->|"Parent"| Campaign
%% Primary Campaign Source
Campaign -->|"LK"| Opportunity
%% Standard Objects - Sky Blue
style Campaign fill:#bae6fd,stroke:#0369a1,color:#1f2937
style CampaignMember fill:#bae6fd,stroke:#0369a1,color:#1f2937
style CampaignMemberStatus fill:#bae6fd,stroke:#0369a1,color:#1f2937
style CampaignInfluence fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Lead fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
Key Concepts
Campaign Hierarchy
- Campaigns support Parent Campaign self-lookup
- Enables rollup reporting across campaign groups
- Max hierarchy depth: 5 levels
CampaignMember Polymorphism
- CampaignMember links to either Lead OR Contact (not both)
- Uses
LeadIdorContactIdlookup fields - Status tracked via CampaignMemberStatus
Campaign Influence Models
| Model | Description |
|---|---|
| Primary Campaign Source | First-touch attribution (Opportunity.CampaignId) |
| Campaign Influence 1.0 | Manual influence records |
| Customizable Campaign Influence | Multi-touch with weighted attribution |
Simplified Version (Core Objects Only)
For presentations focusing on core campaign flow:
%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
Campaign["Campaign"]
CampaignMember["CampaignMember"]
Lead["Lead"]
Contact["Contact"]
Campaign ==>|"MD"| CampaignMember
Lead -->|"LK"| CampaignMember
Contact -->|"LK"| CampaignMember
style Campaign fill:#bae6fd,stroke:#0369a1,color:#1f2937
style CampaignMember fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Lead fill:#bae6fd,stroke:#0369a1,color:#1f2937
style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
ASCII Fallback
┌─────────────────────────────────────────────────────────────────────────────┐
│ CAMPAIGNS DATA MODEL (L→R) │
│ Legend: LK = Lookup (-->), MD = Master-Detail (==>) │
└─────────────────────────────────────────────────────────────────────────────┘
┌─────────────────────┐
┌───>│ CAMPAIGN_MEMBER │<─── LK ──┬──────────────┐
│ MD │ (count) │ │ │
│ └─────────────────────┘ │ │
┌──────────────┐ │ ┌────┴─────┐ ┌────┴─────┐
│ CAMPAIGN │─────────┤ │ LEAD │ │ CONTACT │
│ (count) │ │ ┌─────────────────────┐ │ (count) │ │ (count) │
└──────┬───────┘ └───>│ CAMPAIGN_MEMBER_ │ └──────────┘ └────┬─────┘
│ MD │ STATUS (count) │ │
│ Parent └─────────────────────┘ │
▼ │
┌──────────────┐ ┌─────────────────────┐ │
│ CAMPAIGN │── LK ───────>│ CAMPAIGN_INFLUENCE │<──── LK ────────────────┤
│ (parent) │ │ (count) │ │
└──────────────┘ └──────────┬──────────┘ │
│ │
│ LK │
▼ │
┌─────────────────────┐ │
│ OPPORTUNITY │ │
│ (count) │ │
└─────────────────────┘
Key Relationships Summary
| Parent | Child | Type | Behavior |
|---|---|---|---|
| Campaign | CampaignMember | MD | Cascade delete |
| Campaign | CampaignMemberStatus | MD | Cascade delete |
| Lead | CampaignMember | LK | Optional (polymorphic) |
| Contact | CampaignMember | LK | Optional (polymorphic) |
| Campaign | CampaignInfluence | LK | Attribution link |
| Campaign | Opportunity | LK | Primary Campaign Source |
| Campaign | Campaign | LK | Parent Campaign (hierarchy) |
Limits & Considerations
| Limit | Value |
|---|---|
| Campaign hierarchy depth | 5 levels |
| CampaignMembers per campaign | No hard limit (LDV consideration) |
| CampaignInfluence records | Depends on attribution model |
Best Practices
- Use
flowchart LR- Left-to-right flow for readability - Keep objects simple - Name + record count only
- Replace
(count)placeholders - With actual counts from query - Add LDV indicator - For objects >2M records:
LDV[~4M] - Color code object types - Blue=Standard, Orange=Custom, Green=External