afv-library/skills/external-diagram-mermaid-generate/assets/datamodel/campaigns-erd.md

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 ../../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 LeadId or ContactId lookup 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

1. Use flowchart LR - Left-to-right flow for readability
2. Keep objects simple - Name + record count only
3. Replace (count) placeholders - With actual counts from query
4. Add LDV indicator - For objects >2M records: LDV[~4M]
5. Color code object types - Blue=Standard, Orange=Custom, Green=External