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

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3answers
38 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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1answer
22 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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0answers
25 views

Account Hierarchy — multiple parents

I have two types of accounts. 1) Contractors 2)Owners Now I have created a master contractor account and assigned it as parent account to all the contractor accounts. So that If I click on the ...
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1answer
78 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 ...
0
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1answer
95 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 ...
2
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2answers
452 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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3answers
564 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.
2
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2answers
596 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 ...
2
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1answer
56 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 ...
2
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1answer
113 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
206 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
813 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
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
2k 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 ...
5
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1answer
196 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
2k 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 ...