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
3 respostas
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
