NPSP with Complex Campaign Hierarchy

[jenncarneiro]

What package(s) are you trying to populate with fake data?

This project focuses on products developed and maintained by Salesforce and the Salesforce Open Source Commons.

• NPSP
• EDA
• Outbound Funds
• Program Management Module
• just vanilla Salesforce
• Membership Schema

What is the scenario you're trying to support with fake data?

I want to demonstrate an org with a complex campaign hierarchy and associated oppties. Minimum 4 level hierarchy

What do you think is involved in this recipe?

• Create Contacts (including basic contact information)
  Create Campaigns with Hierarchy (example):
• Parent Campaign
• Year Campaign
• Channel (Email, Direct Mail, Advertised)
• Specific Appeal (Annual Appeal, Spring Fest, Fall Gala, Christmas Appeal)
  Opportunites
• For each Specific Appeal create 10-20 Opportunites (closed for those in the past,
  Opportunities (varying stages (those in the past should be closed won, future pledged), Close Date should be relevant to campaign year in Hierarchy, amounts between 25-5000, set flag as false to create payment.
  -Payments (list as paid on the close date if closed won / in the past)

Additional context

Could add contacts in same household to demonstrate Household rollups as well.