Questions tagged [hierarchy]
Hierarchical relationships, i.e. Account, Case, User, Campaign hierarchies.
57
questions
0
votes
1answer
22 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 ...
0
votes
0answers
20 views
Account Hierarchy Override Doesn't Apply
I've recently faced an issue with overriding the "View Account Hierarchy" action in Lightning.
Description: when "Overriding the standard actions in Lightning" takes place in the "Salesforce Mobile ...
0
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0answers
31 views
Expand Tree-Grid on Component
I am trying to create an account hierarchy component using the documentation: https://developer.salesforce.com/docs/component-library/bundle/lightning:treeGrid/documentation
My component is an ...
1
vote
1answer
29 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 ...
-2
votes
1answer
52 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 ...
0
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0answers
25 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 ...
0
votes
0answers
31 views
Account Hierarchy - deploy by ant & metadata API
I would like to know if its possible to deploy Account Hierarchy(Lightning) by ant & metadata API, I found nothing about this on metadata api document, and it is not mentioned as unsupported ...
0
votes
2answers
116 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 ...
0
votes
2answers
39 views
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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0answers
26 views
Open Account Hierarchy in lightning console subtab
I have created a lightning component which gets opened in a top level tab in Lightning Console. From here, I am able to open sub tabs by calling workspaceAPI.openSubtab() and passing in the URL of ...
1
vote
1answer
428 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 ...
0
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0answers
201 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 ...
0
votes
1answer
73 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 ...
2
votes
1answer
494 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 ...
0
votes
2answers
210 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 ...
0
votes
1answer
22 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 ...
0
votes
2answers
76 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 ...
0
votes
2answers
756 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:
...
2
votes
1answer
170 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 ...
1
vote
1answer
112 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. ...
1
vote
1answer
225 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 ...
0
votes
2answers
1k 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 ...
2
votes
0answers
61 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 ...
0
votes
1answer
145 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 ...
0
votes
2answers
217 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 ...
3
votes
1answer
79 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 ...
0
votes
1answer
164 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 ...
1
vote
1answer
871 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 ...
0
votes
0answers
433 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....
0
votes
1answer
147 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 ...
1
vote
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. ...
3
votes
1answer
147 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 ...
2
votes
1answer
264 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 ...
2
votes
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 ...
2
votes
1answer
396 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 ...
1
vote
0answers
59 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 ...
0
votes
0answers
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 ...
2
votes
1answer
2k 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 ...
2
votes
1answer
319 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 ...
3
votes
3answers
1k 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 ...
3
votes
0answers
175 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.
...
1
vote
1answer
99 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 ...
1
vote
0answers
24 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 ...
3
votes
3answers
474 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 ...
1
vote
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 printer's ...
1
vote
1answer
178 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
votes
1answer
547 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
votes
2answers
2k 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 ...
1
vote
4answers
4k 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
votes
2answers
3k 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 ...
