Questions tagged [hierarchy]

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

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22 views

How to restrict users from viewing not more than 2 level Account Hierarchy

What configuration changes should be made so that a user should be able to view 2 level account hierarchy after he/she clicks on Hierarchy Icon?
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Add all acounts in hierarchy including parent account

I have a scenario to create a field to show the total number of all accounts in hierarchy including the parent account. For example, add ‘Projects’ field that calculates number of account in hierarchy ...
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Can Standard Platform License users configure External Account Hierarchy?

Is there way to allow standard platform license user to manage and configure external account hierarchy? As per the help documentation, Manage External Users & Manage Profiles and Permission Sets ...
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21 views

Adjust Columns for Lookup Dialog on Parent Account Field In Classic

I'm trying to adjust the columns for this lookup dialog: The "Parent Account" field is a lookup to the "Account" object. The "Child Account" is the connection object ...
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58 views

Error message installing App from AppExchange [closed]

I am tryin to install the App "Any Record Hierarchy" (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G12hNUAR) from AppExchange on my Sandbox, but i get an error: ...
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278 views

Can we add static resource image in lightning treegrid?

COMPONENT: <lightning:treeGrid columns="{! v.gridColumns }" data="{! v.gridData }" keyField="name" expandedRows="{! v.gridExpandedRows}" aura:id="mytree" /...
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75 views

Lightning:Treegrid replace row asynchronously

I'm trying to replace the rows asynchronously in Lightning:TreeGrid to fetch the child tree one level at a time by making a call to the server side. What is the fastest way to traverse the tree and ...
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1answer
132 views

Import/Export Hierarchical Data to Custom Object in as few steps as possible

Is there a Salesforce standard (or open source) approach to importing hierarchical data into a "custom" object? Suppose all UserRole records are exported to .csv (assume the org has/uses a UserRole ...
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1answer
81 views

Auto-numbering for Self-Lookup Hierarchy of Records

Context: I have an Object named Objective__c which has a lookup field to itself named "Parent Objective". I also have a field named "Level" which has 4 types of levels. Using these 2 fields, a user ...
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201 views

Self Relationship field use

I am having account hierarchy, i.e. there is one parent account and multiple child account. They are connected through Hierarchy relationship field which is lookup on the child account, i.e. on the ...
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83 views

when hierarchy is enabled can i update all child account records when a parent account is updated?

Both Parent and the Child are technically Account. Can i use Process Builder to update a field on all the child records when a field on parent account is updated? We have Hierarchy enabled and also ...
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206 views

Issue with account hierarchy component

I am trying to create a lightning component that displays the hierarchy of any given account. The issue I am having is passing the query from a helper class to the component itself. Can some one ...
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How to create multiple test custom setting hierarchy

I am not sure how to create multiple profiles for one hierarchy custom setting. I assume it would look something like this: ConcurrentSessionsPolicyLimit__c defaultLimit = new ...
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1k views

How do I roll up an Account Hierarchy and keep all children in sync?

Problem My org has many extremely complicated account hierarchies because of our client type. I have an ask: to stamp all accounts with sum of all of the accounts sales volumes in the hierarchy on ...
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418 views

How can I display account hierarchy from community (customer account portal)?

I launch a community with the customer account portal template. The account hierarchy is launched in Salesforce. But when I switch to the community, I don't see the account hierarchy, and the button ...
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85 views

Question About Decrementing Numbers

My class that utilizes this LREngine utility class aggregates numbers up a hierarchy. The problem I'm facing is that when an account is deleted the number fields are not subtracting values from the ...
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1answer
746 views

How to redirect to the standard Lightning Account Hierarchy page? [closed]

How can I add a button to the custom lightning component, which will be hidden is Account is not a part of hierarchy and, if visible, will redirect to the standard Lightning Account Hierarchy page for ...
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595 views

Retrieve the subscribers from each business unit

Starting from the All Subscribers list of the parent business unit, I'm trying to know which subscribers are being part of each child business unit. As it is not defined any Subscriber Filter, how ...
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28 views

Selecting a hierarchy column from the same object

I have a query I've written for the Organization/Account object SELECT ID, Name, BillingStreet, BillingCity, BillingState, BillingPostalCode, County__c, Phone, ParentId FROM Account This ...
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117 views

Add list in another list (building hierarchy tree)

I'm new to Apex (actually in programming in general) and am trying to build a hierarchy tree with 4 objects: Account, Carteira__c, Produtos_das_carteiras__r and AtivosFundo__c One Account can have N ...
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1k views

How to query the Hierarchical Relationship inside the User Object?

I want to get the Users which report to a particular user (A manager) by using the Hierarchical Relationship inside the User Object. Appreciate if someone can give an example. Small clarification: ...
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324 views

Programmatic Access to “Grant Access Using Hierarchies”?

Is there any way to retrieve the "Grant Access Using Hierarchies" setting programmatically (i.e. through Metadata, SOQL, or other means)? I am referring to the checkbox next to each object under ...
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1answer
187 views

Update Parent record in hierarchical relationship

I want to be able to update parent record based on changes that I make in child record. Object A has 2 record types ABC and XYZ. And object A has self lookup. ABC is parent and XYZ is child record. ...
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1answer
486 views

How can I pull the manager's manager?

I have a request to build an approval process on a custom object and the request should be routed to the "Director" (ie, the record owner's manager's manager), and it appears the way to accomplish ...
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2k views

Hierarchy diagram in Lightning

Has anyone ever tried to create a role hierarchy type relationship logic in Lightning with similar visualization of the hierarchical diagram? I've a VF page where the same has been done using a JS ...
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66 views

Grant Access Hierarchy

I have a query on Grant access hierarchy and sharing rule. I have in my system Accounts being shared to Users through Account Share , Group and Territory. Now, I have A1 account shared to T1 ...
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1answer
234 views

What is better - self relationship or custom object?

I need to relate Opportunities to other Opportunities. What is the best way to go about this? Lookup to itself? Create a custom object for a many to many relationship between Opps? Eg a potential ...
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2answers
312 views

Comparing account.parentId SOQL

Is it possible to to compare the parent id of an account to another account? i.e. SELECT Id from Account WHERE child_account.parentId = parent_account.Id; I keep getting the 'Unknown Error parsing ...
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1answer
144 views

Can the My Domain feature support multiple domains

Salesforce Org has two companies using it - where one is a wholly owned subsidiary of the other. We now need to enable My Domain for Lightning components to work and have a business request that we ...
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1answer
189 views

Custom Picklist field of the custom object values that have hierarchy levels

I want to implement the following idea: Account has a custom picklist field where you can select the related territory (another custom object that has name and parent territory) for it. Territory ...
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1answer
1k views

How can I create a hierarchy (parent/child relationship) within the same object?

I have custom object Territory that can have a parent Territory and child Territory. For example, Territory "United Kingdom" with child territories "Scotland", "Wales", "North Ireland" etc. Each of ...
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503 views

Creating Account Hierarchy Page

I'm trying to utilize a piece of AppShare for hierarchy presentation which drops down and closes when clicked, found here: When I run the page I'm getting the following error: System....
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1answer
157 views

Expose Hierarchical Objects

I would like the parent's view of an Account object to see the opportunities of their children. For example: Let's say in Accounts, I have a hierarchy: say Acct1_Global it has some children ...
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2answers
4k views

Get a list of child accounts for any given parent account using apex [closed]

I have a requirement where i have the following need. If the account is a parent account, i need to loop and traverse through each child account and get a list of child accounts at any level deep. ...
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1answer
232 views

Apex example code to create, get and update user settings?

<Long intro that can be skipped> I have a VFP that displays output from a standard controller. It's a very simple setup with nothing particularly difficult in it however it does allow the user ...
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1answer
284 views

Salesforce process builder - When removing active account from hierarchy, failed but works when added to hierarchy

I currently created a process which checks if a parent account is present, has been changed and checks if a parent field contains a certain value. If these conditions are met, update other fields in ...
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1answer
1k views

Cascade delete records

I have one object, for example Area. It has two lookup relationships to itself, Parent__c, Child__c. In result I can create record with Parent and Child parameters. I am trying build hierarchy. And ...
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1answer
499 views

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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62 views

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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2k 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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1answer
3k 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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1answer
406 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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4answers
2k 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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187 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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1answer
105 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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25 views

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 the ...
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3answers
638 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
1k 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 ...
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1answer
195 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
627 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 ...