Add more account hierarchy functions for parent/child accounts - Ideas - Salesforce Trailblazer Community
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Open - Not Planned

Add more account hierarchy functions for parent/child accounts

Accounts & Contacts

There isn't much real functionality around account hierarchies. It's obvious that wasn't really designed for real global account management where a company has many subsidiaries with many account managers. For one thing you can't report on opportunities owned by an account hierarchy. You can report on opportunities that share a single parent account -- BUT the parent account itself's opportunities can't be included in there. It gets even worse if an account is the child of one account and the parent of another account. The odds of being able to ever get a global picture easily fade even further. When you have multiple account managers managing various subsidiaries in an account hierarchy, you can't give them read-only permissions to the opportunities in the other subsidiaries he doesn't own without really trying to be clever with sharing rules, or by assigning the sharing rules manually. This could really get clunky for an account with dozens of subsidiaries, considering if you are like us, you might have many of these types of global accounts.

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Latest Comment from Salesforce

  • Karen Otuteye - 1 year ago

    Hi all, thanks for your interest in this idea. As you might imagine, hierarchies/rollups come with some very tricky performance considerations. At the moment it not on our roadmap to enhance the existing hierarchy functionality, but please continue helping us prioritize by voting for your top ideas:
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