Questions tagged [hierarchy]

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

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2 answers
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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 ...
1 vote
0 answers
204 views

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 ...
1 vote
0 answers
296 views

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 ...
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Calling method on child component not passing data LWC

I want to put an anchor tag on my parent component html that will open up a modal when a user clicks on '{iteratorname.value.LineStatus}' Right now it opens the modal but no data is showing up, and it ...
1 vote
0 answers
157 views

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 ...
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1 answer
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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?
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1 vote
1 answer
537 views

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 ...
0 votes
1 answer
466 views

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 ...
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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?
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1 vote
1 answer
275 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: ...
2 votes
1 answer
752 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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1 answer
354 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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1 vote
1 answer
135 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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-2 votes
1 answer
734 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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0 answers
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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 ...
0 votes
2 answers
391 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
2 answers
378 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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2 votes
1 answer
2k 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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0 answers
775 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
1 answer
112 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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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 ...
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0 votes
2 answers
1k 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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0 votes
1 answer
84 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
2 answers
201 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 ...
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: ...
4 votes
1 answer
449 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
1 answer
422 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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1 vote
1 answer
1k 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
2 answers
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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2 votes
0 answers
77 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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0 votes
1 answer
378 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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0 votes
2 answers
436 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
1 answer
321 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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0 votes
1 answer
310 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
1 answer
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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0 answers
600 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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0 votes
1 answer
166 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
2 answers
6k 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
1 answer
379 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
1 answer
316 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
1 answer
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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2 votes
1 answer
658 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
0 answers
71 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
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 ...
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3 votes
1 answer
4k 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
1 answer
552 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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3 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 ...
3 votes
0 answers
196 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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1 vote
1 answer
135 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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1 vote
0 answers
31 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 ...