Common Customizations

Color Legend Permissions

Campaign Calendar super users designated to manage the Company Color Settings will also need access to a special permission set. Company Color Settings are global, therefore any updates made to the color legend will be visible by all Campaign Calendar users, thus we recommend this is limited to a few select marketing power users. Separately, each user will have the choice to manage their own personal color settings.

  1. From Setup, locate Manage Users | Users. 
  2. Select user.
  3. In the Permission Set Assignments related list, click Edit Assignments.
  4. Select Campaign Calendar - Color Management from the Available Permission Sets box and click Add. 
  5. Click Save.

Color Legend 

Users with the Color Management permission set can modify the Campaign Color legend.

  1. From the Campaign Calendar tab, click on the Color Dropper icon in the toolbar.
  2. Select the Field by which you would like Campaign Calendar to be color-coded. It is possible to color-code on any standard or custom Campaign picklist or checkbox field.
  3. In the Field-based Color Options section, modify the colors using hex values or by using the color picker. 
  4. Click Save. 

Field Sets

Field Sets allow administrators to add, remove, or reorder fields in Campaign Calendar without modifying any code.  To get started:

  1. From Setup, locate Customize | Campaigns | Field Sets.
  2. Click Edit next to the Campaign Calendar Field Set.
    • Add: Drag fields from the object palette and drop them into the In the Field Set container.
    • Remove: Drag the field back to the object palette, or click the x icon next to the field.
    • Required: Double click the field or click the wrench icon next to the field and select the Required checkbox.
    • Reorder: Drag a field up or down the list and drop the field in the order you want it to appear. The Project and Task detail summaries display in two columns, therefore every other field will appear in the left or right column.
  3. Click Save.

Hover

Hovering over any Campaign in Month or Plan View will display a hover containing Campaign details. Fields displayed in the hover are easily customized by modifying the Campaign Mini Page Layout.

  1. From Setup, locate Customize | Campaigns | Page Layouts.
  2. Click Edit next to the Campaign Layout.
  3. Click Mini Page Layout.
  4. Move desired fields from Available to Selected.
  5. Click Save.
  6. Click Save again on the Page Layout screen.

ICS Downloads

Campaign Calendar allows users to download an ICS file for a view or an individual campaign. Administrators can disable this feature for their org.

  1. From Setup, navigate to Develop | Custom Settings.
  2. Click Manage next to Campaign Calendar Global Settings.
  3. Click Edit (or New if a global setting did not previously exist).
  4. Check the Disable the ICS Button checkbox.
  5. Click Save.

Performance

Campaign Calendar is optimized for a maximum of 2,000 list view results in monthly view and 4,000 results in planning view. 


Printable By View: Monthly

Campaign Calendar monthly printable view is optimized for one-page printing, and has been tested in major browser versions of Internet Explorer, Firefox, Chrome and Safari but individual printer and system configurations may require adjustment for proper printing. Here are a few hints to ensure successful printing.

  • In Portrait view, it is recommended to limit the view to display a maximum of  40 campaigns.
  • In Landscape view, it is recommended to limit the view to display a maximum of 30 campaigns. 
  • Remember to change your page set-up in your printer window to match the Portrait or Landscape selection in the Campaign Calendar printable view. 
  • Most modern browsers allow you to Save To PDF - a perfect way to distribute your Campaign Calendar via email. 

Printable By View: Yearly

Campaign Calendar annual printable view is optimized for up to 165 campaigns per year.  If you have greater than 165 campaigns displayed in your selected List View  for a selected year, Campaign Calendar will still generate a PDF for the first 165 campaigns in the list.