We are just starting to explore the Sales Account Plans feature in Salesforce. Was curious if anyone has successfully implemented/configured this for Parent Accounts (I saw there was a related idea posted on the IdeaExchange board). Initial review seems like Account Plans are specific to the child account, so any related opportunities / contacts would be directly associated with the child account. But we would really benefit from keeping track of this information at the Parent Account level instead. Allow creation of account plans on parent account |
Hi @Kyle Polliard,
You’re right - Sales Account Plans are currently tied to individual Accounts, not Parent Accounts, so there’s no native roll-up to the parent level.
Common workarounds:
- Create the Account Plan on the Parent Account and treat it as the “primary” plan
- Use custom fields / roll-ups / reports to aggregate child account data
- Or build a custom Account Plan object if you need full parent-level control
As of now, there’s no standard feature for parent-level plans—IdeaExchange is the right place to track this.
Hope you find this helpful !!!! 😊
Thanks and Regards.
