EASY TO INSTALL

Browsers

Campaign Calendar has been tested on most major browsers.

  • Windows Internet Explorer: Campaign Calendar has been tested on IE 9, 10 and 11. Campaign Calendar is NOT supported on earlier versions of Internet Explorer, including IE 6, 7, & 8. IE 9 users may experience reduced performance.
  • Mozilla Firefox: Campaign Calendar has been tested on the most recent stable version. 
  • Google Chrome: Campaign Calendar has been tested on the most recent stable version. 
  • Apple Safari: Campaign Calendar has been tested on version Safari 8 on Mac OS X. 

Pre-Installations

To maximize the collaboration functions of this application, Campaign Calendar uses salesforce.com's Chatter functionality. To learn more about Chatter, visit http://www.salesforce.com/chatter.


Optional: Enabling Chatter

  • From Setup, locate Customize | Chatter | Settings.
  • Click Edit and check Enable.
  • Click Save. 

Optional: Enabling Campaign Feed Tracking

  1. From Setup, locate Customize | Chatter | Feed Tracking.
  2. Select Campaign object. 
  3. Check Enable Feed Tracking
  4. Select Campaign fields you would like to track. 
  5. Click Save

Campaign Calendar does not require Chatter to be enabled, and if your organization does not use Chatter you can still install and use Campaign Calendar.


Installation

  1. Navigate to Campaign Calendar in the AppExchange marketplace.
  2. Click Get It Now.
  3. Login by clicking Login to the AppExchange
  4. Choose Install in Production or Install in Sandbox
  5. Agree to terms and click Confirm and Install
  6. Choose the appropriate security settings to determine which user profiles can access Campaign Calendar and click Install.
  7. Click Done.

Post-Installation

The Campaign Calendar package includes two custom checkbox fields: Exclude from Month View and Exclude from Plan View. These checkboxes allow users to quickly exclude certain campaigns from displaying on the calendar view. Add this field to the Campaign page layouts to make the feature accessible. 

  1. From Setup, locate Customize | Campaigns | Page Layouts.
  2. Click Edit next to the Campaign layout. 
  3. Drag the Exclude from Month View and Exclude from Plan View fields onto your page layout. 
  4. Click Save. 

Granting Permissions

Campaign Calendar access is managed by the Campaigns object as well as Campaign Calendar permission sets.


Campaign Object Access

Campaign Calendar requires at least Read access to the Campaigns object.

  1. Confirm user profile has access to Campaigns object. Permissions (including ReadCreateEdit, or Delete) can be granted by modifying the profile or by creating a custom permission set to extend access to the Campaigns object.
  2. For users that need Campaign edit permissions, confirm the Marketing User checkbox is also checked on the user record.

Assign Permission Sets

  1. From Setup, locate Manage Users | Permission Sets.
  2. Click on Campaign Calendar - Standard.
  3. Click Manage Assignments.
  4. Click Add Assignments.
  5. Select users.
  6. Click Assign.
  7. Click Done to confirm.

Grant App (Or Tab) Access

Note: This applies to Enterprise and Performance Editions. However, Group and Professional Editions may skip to step 4 and optionally add the Campaign Calendar tab to an existing app.

  1. From Setup, locate Create | Apps.
  2. Click Edit next to Campaign Calendar. 
  3. Mark Visible for applicable Profiles.
  4. Alternatively, edit an existing app to include the Campaign Calendar tabs.

Congratulations! Campaign Calendar is ready to use. 


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.