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

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Visual Work Flow Account Hierarchy

I have a visual work flow on Accounts and I need to evaluate whether a field on the parent, sibling, or child accounts related to the account the flow was launched on is blank or not. I'm looking at ...
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Stop at 1 level while traversing account hierarchy using parent accounts

I have an interesting requirement. The requirement is that if an account is a parent account and a custom field is changed say account manager field, then immediately update the children of the parent ...
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97 views

Build a dynamic hierarchy tree in Visulforce using VF Components

I'm trying to create a tree hierarchy in Visualforce using a Visualforce component in order to be able to reuse as much code as I can and make it as dynamic as possible. I'll post my code below, but ...
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35 views

DUNS Hierarchy in Salesforce

We have stored the duns information on account in 4 fields- DUNS Number Parent DUNS Number Domestic DUNS Number Global DUNS Number We need to create hierarchy based on these 4 fields. If user ...
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358 views

Account Hierarchy - Trigger - Update All Accounts in Hierarchy

I have following requirement in hand - Update each account's field count__c in the Account Hierarchy. where count__c = Count_of_Custom_Object_Records on Account + count from all Accounts who are ...
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73 views

Unit Testing Complex Account hierarchies w/o SeeAllData

I need to write some unit tests for a project that involve some complex account hierarchies where most, if not all are related to some kind of master account or parent account that I can't create from ...
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3answers
101 views

Need a custom field Grand parent Account which has highest level of account heirarchy

I need to create a custom field "Grand parent account" which has the highest level of account hierarchy. Maximum child records can be up to 500 as per salesforce. So,how can i get grand parent account ...
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91 views

Show direct ancestors/descendents only, not siblings/aunts/uncles/cousins

I used unmanged package account inline hierarchy from appexchange : https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016chCEAQ and tweaked the code to use it for custom object. ...
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35 views

Query for parent in hierarchy

Trying to query the main parent in the hierarchy. I have a case whose related account is a child of another account in hierarchy. Can someone please suggest how to query for the main parent in the ...
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Report with a wrong Territory View

I created a custom Report Type "O-p-p". A report X with the "O-p-p" custom Report Type. When I build the report I cannot see any row, because it is set with a certain territory point of view in ...
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42 views

Account Whitespace SOQL Query?

I'm trying to think through a way to present an account whitespace opportunity. The objective is to calculate the penetration of child accounts with a product ownership grouped by a parent. I'm not ...
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3answers
97 views

Users hierarchy

I can't find how to create an Users hierarchy. I have several users in SalesForce and I want to create a hierarchy. For example, I will have Developers and Manager. I want to attach some Developers to ...
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109 views

How to deal with Activities in a Case Hierarchy?

Let's consider a Case in the service sense of the word - a caller calls up with a situation ("My printer's broken."). Now, maybe the caller calls up about more than one situation ("My printer's ...
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107 views

Trigger not working, not able to understand the concept of list map

I am building a trigger on an object called project board. so whenever a record is updated/inserted I want it to fire. It is linked to another object called project. So what I want is to count all the ...
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1answer
252 views

How do I reference a custom field of datatype hierarchy in a Workflow rule

I have a custom field on my Account object which is of type Hierarchy (which is for the Object User). I have never come across this before, and I cannot find out how to reference that field in my ...
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2answers
869 views

Visualizing Many to Many relationship between Accounts (as Network-Structure not as Tree)

I have a many-to-many relationship between accounts. Somewhat like below: A B | | |_| C |____ | | | D E F I want to give the user a nice hierarchical view to see all the parents (including ...
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1k views

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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1k views

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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1answer
101 views

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
162 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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519 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 ...
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1answer
1k 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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1answer
2k 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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2answers
4k 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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268 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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3k 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 ...