Hi,
I`m trying to show a list of items on the parent account page in Lex that are related to the child accounts. With the related item component on the lex record page, I only get the directly related items (and there should be none), the items do not roll up in the hierarchy.
Please can you help with this?
Thanks!
2 comments
@Brian Kwong Thank you for the advice, I`ll use the process builder.
How would you go on about showing the child accounts themselves as a related list on the account page? The View Account Hierarchy button doesn`t seem ideal. Many thanks!