Questions tagged [hierarchy]

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

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How Can I display my Current value into Bold in lightning-datatable in LWC

I am trying to create a Custom Account Hierarchy Therefore I need to indicate my Current record in LWC. I am trying to make the 'Current' word Bold only but it is not working. Please advise any ...
Umer Aziz's user avatar
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1 answer
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Max Level Number of Accounts in an Account Hierarchy

I couldn't find this in the documentation, but what is max Level number of accounts in an Account Hierarchy. Thanks.
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How to show Contacts of Account according to hierarchy on parent and child VF page? Also need test class help

my salesforce instance has a two level account hierarchy structure of Parent and child(ren). I would like to show a list of all contacts within the hierarchy. For example Parent A has two Children ...
Jason Jones's user avatar
-2 votes
1 answer
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how to initialize a standard field value whose type is of hierarchy in apex?

how to initialize a standard field value whose type is of hierarchy in apex? Account a.ParentId=?? where parentId is a required field and it is of type hierarchy. How should I set its value in my apex ...
Aryan Saxena's user avatar
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Account Hierarchy value assignments when some child values need to take precedence over others

We use a 4 level account hierarchy in our org that basically looks like this Global National National Metro Metro Metro Metro Unit Unit Unit Unit ...
Carryonplease's user avatar
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How can I display the hierarchy of my custom objects in a Visualforce page using a datatable?

In advance of posting this question, I have attempted to use maps and wrapper classes. I've already made several attempts for the past two months using the suggestions on this forum and the SF ...
Veronica Towers-Dioso's user avatar
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Salesforce not enforcing "Users in this role cannot access opportunities that they do not own that are associated with accounts that they do own"

I have a requirement that certain Opportunities (a very limited subset) have access limited to just the Opportunity Owner and the Opportunity Team - there should be no access granted by hierarchy. The ...
RD3's user avatar
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Get 10+ level category hierarchy relationship

Needs to get the category hierarchy from top to bottom Which mean we have c1 code from c1 needs to get c1-->c2-->c3-->c4--> etc,. I have an 'category' object it stores all the category ...
Vinod's user avatar
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I want to make the task in Activity visible to the parent object of the parent

There is a task registered in the Contract record. Contract refers to Opportunity as Lookup. So I want to show Contract's task in the Lookup Opportunity. Is there a way?
Hwang's user avatar
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Custom Hierarchy field not available from Approval Process Step

In my org There are 15 fields of type "Hierarchy" on the User object. Out of these, one is the standard Manager field, and the rest 14 custom. I have an approval process where I need to ...
SFDC Dev 27's user avatar
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Get all child recrods

I have object Sales with self relationship. I want to ger Parents and all Child, but it has multiple level hierarchy. To get Parent i just search for recotd with Parent__c = null. To get Child i ...
Jicipo's user avatar
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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?
Night Guy's user avatar
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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: ...
Giorgos Galaios's user avatar
2 votes
1 answer
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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" /...
Selvin's user avatar
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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 ...
Peter Noges's user avatar
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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 ...
JustinF's user avatar
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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 ...
situ's user avatar
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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 ...
Samuel Jackson's user avatar
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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 ...
Neils1032019's user avatar
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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 ...
Olivia's user avatar
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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 ...
Ryan Sherry's user avatar
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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 ...
infopico's user avatar
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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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2 votes
1 answer
1k 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 ...
hanna's user avatar
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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 ...
fromero's user avatar
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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 ...
Djones4822's user avatar
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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 ...
Camila Dragoni's user avatar
1 vote
2 answers
2k 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: ...
MalindaL's user avatar
4 votes
1 answer
515 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 ...
Mike Paisner's user avatar
1 vote
1 answer
665 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. ...
Ricky's user avatar
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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 ...
R Hilton's user avatar
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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 ...
Sagnik's user avatar
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2 votes
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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 ...
Testing_SFDC's user avatar
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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 ...
Irene's user avatar
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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 ...
Kai Tribble's user avatar
3 votes
1 answer
393 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 ...
Dave Humm's user avatar
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1 answer
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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 ...
Alex Nekrasov's user avatar
1 vote
1 answer
2k 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 ...
Alex Nekrasov's user avatar
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0 answers
643 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....
Nick's user avatar
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1 answer
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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 ...
cuevobat's user avatar
1 vote
2 answers
7k 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. ...
Buyan Thyagarajan's user avatar
3 votes
1 answer
540 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 ...
Martin W. Ward's user avatar
2 votes
1 answer
345 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 ...
sfdcnoob's user avatar
2 votes
1 answer
2k 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 ...
Leroy's user avatar
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2 votes
1 answer
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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 ...
Ruth Turaew's user avatar
1 vote
0 answers
76 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 ...
Buyan Thyagarajan's user avatar
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0 answers
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 ...
smukov's user avatar
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3 votes
1 answer
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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 ...
Salesforce Steps's user avatar
2 votes
1 answer
616 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 ...
crmprogdev's user avatar
4 votes
4 answers
3k 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 ...
Jack vardy's user avatar