Hoping someone can help.
We are looking to create the attached Account Hierarchy in our Salesforce instance and wanted to get some feedback as to how you would implement this.
1. The Account may or may not have a Client Branch
2. The Internal Site will hold Forecast, Budget and revenue by our Internal Site i.e. we could have work coming out of multiple sites for a single account.
3. We would like to roll up the Forecast, budget and revenue to the Client Branch (if there is one) and then roll all client branches up-to Parent Account
4. if there are no Client branches then roll up Internal Sites straight to Account (Although we need the flexibility to add Client Branches.
1 risposta
Hi Jim,
Assuming you are working with a standard opportunity model that's linked to an account, you could have Parent, Client, and Internal Site as accounts linked to one another in the hierarchy. If those sites/client branches are used for other purposes, then you should consider creating a custom object.
When creating opportunities, link them to the most explicit account record (the internal site or client branch). You can always get the parent account from the child accounts, but not the other way around.
To make reporting easier, you could create a custom lookup relationship between opportunity and account, and have it automatically-populated with the parent account ID. You should be able to achieve this in process builder using a relatively simple formula, along the lines of:
IF (NOT ISBLANK(Account.Account.AccountId), Account.Account.AccountId, IF (NOT ISBLANK(Account.AccountId), Account.AccountId, AccountId))
