Whenever possible we are using an account hierarchy structure.
e.g.
"Parent Group Account"
-Child account A
-Child account B
-Child account C
-account C.1
etc.
So now when generating a report that shows all target accounts, we would like to only show the child accounts, never the top level parent account, since there we don't actuall sell anything.
Is there a simpel way to do that?
Thanks,
Philipp
9 réponses
Since you are restricted on the type of automation you can do, the easiest thing to do would be to have a Process Builder update a custom field on Account when the parent value is set.
EX: Parent, Child. New number field called Child Count. Process Builder on Account when Created or Edited. Criteria: ParentAccount IsBlank equals False (click the checkbox under advanced so only when this updated to meet the criteria). Then update a record for immediate action, related to your Account, through the Parent Account field, update the Child Count field.
Now in a report, you can exclude any Accounts with Child Count > 0 AND Parent Account = False.
To get the historical Accounts, you need to do an update. So create a list view and do a mass edit to update your Child Count to anything greater than 0.
