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

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1answer
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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
33 views

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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1answer
36 views

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 ...
4
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1answer
146 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 ...
4
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1answer
846 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 ...
3
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2answers
328 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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1answer
105 views

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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2answers
1k views

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 ...