How do I set up a report to show the value of all the opportunities of the parent account and all of the children/grandchildren accounts?
Is this possible?
Many thanks.
답변 2개
I would suggest you tackle this by adding a custom field onto the opportunity object to record the name of its ultimate parent account. SteveMo put this formula together which should be able to get you there with some customisation (and possibly with some reduction if you only need to go to grandparent level): https://success.salesforce.com/answers?id=90630000000ChkPAAS.
When that field is built, you can then use it for filtering, or more likely grouping, within your opportunities report.
