Hierarchical relationships, i.e. Account, Case, User, Campaign hierarchies.

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How to use Save Hierarchy level in Salesforce reports

Any idea about How to use Save Hierarchy level in Salesforce reports. Cannot see the option to choose this on the report. How do I see data based on roles.
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How can I see aggregated sales per account according to it's parent account?

Our accounts are structured into hierarchies, each can have it's own opptys. I need a report that aggregates the sales/opptys to the parent (even for a multi-tiered tree - more than 2 levels) How ...
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Campaign Hierarchy in search layout?

Is it possible to show campaign hierarchy in the search layout? Ideally I'd like the search layout to mimic the indentation that gives a visual representation of search layout on the campaign layout ...
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1answer
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Reporting Query to use in Klipfolio for 3 levels deep case hierarcy

- I have a 3 levels deep case hierarchy: Case level 1 (1.createdate, 1.closedate, 1.type, 1.subtype) | +---> Case level 2 (2.createdate, 2.closedate, 2.type, 2.subtype) | +---> Case ...
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Account hierarchy in salesforce

We have school district offices that have numerous buildings such as high schools, middle schools, and elementary schools underneath them. We need a way to assign the district office as the Parent ...
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248 views

Avoiding SOQL limits in a recursive method

I have a SOQL query in a recursive FOR loop. It didn't give me SOQL limit issues on my test data, but apparently we have a managed package whose Apex is hitting the limit due to this code. public ...
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1k views

Trigger to update child with parent values

I currently have this trigger which updates the Parent of the record being saved with field values from the GRANDparent of the record being saved : trigger updateParentwithGrandparent on ...
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468 views

Account hierarchy with variable levels of parents

We have a requirement for some account to have variable levels of parent accounts. Currently the salesforce account hierarchy only accommodates 2 levels of parents (grandparent, parent). Is there a ...
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Structuring content inside Knowledge

After a product demo with the Salesforce crew and also some poking around other companies’ help sites I’m coming to the conclusion that it’s difficult to publish content (or Articles) in a hierarchy. ...
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How does Salesforce handle organization hierarchies?

I have an existing SFA (Sales Force Automation) application which I am trying to integrate with the Force.com. I have organizational hierarchies, user hierarchies and even campaign hierarchies. Now I ...