I have opne open question regarding a reelated list of oportunites. I need to know how to obtain Opportunities information in a "Related List" from Childs accounts to Parent Accounts? .
For example, I have an Parent Account (Account_A) with one Opportunity and I have other Account (Child Account) with two Opportunities), the last account is a Account_A's Child.
Now, in the Account Page from Account A (parent) I need in a "Related List" that it shows the opportunities parent and the Opportunitys Childs.
Thanks in advance!!
Max
답변 3개
This is going to be pretty tough to do without Apex code or something like that, because you'd need to have a custom Lookup(Account) field on the Opportunity for each potential Parent Account in the Hierarchy.
You might want to leverage something like the Opportunity Partner object, or try something like this =>
Tips & Tricks: Formula to create "Ultimate Parent Account" for Opportunity Pipleline Reports
