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Ultimate parent account

  • 1.  Ultimate parent account

    TOP CONTRIBUTOR
    Posted 19 days ago
    For reporting purposes, I'm trying to create an Ultimate parent account field, that is populated for all accounts. This field is to be used for reporting purposes, e.g. views, charts etc. where I need to group accounts by the ultimate parent account.

    I know that the 'under' operator can be used for ad-hoc reporting in advanced find, but that doesn't really work for views, charts etc. that needs to be grouped by the ultimate parent company by default.
    The fields need to be a 'Single line of text' field, as a lookup can't reference itself - which is also perfectly fine.

    My first thought is to use Flow for this, to loop through the related accounts. However, before I start working on a solution, I want to check I some of you might already have a solution that works.

    Any input is appreciated.

    #Functional


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    BR,
    Niels
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    Conference-CRMUG_200x200


  • 2.  RE: Ultimate parent account

    Posted 11 days ago
    Flow seems like the newest perfect fit to this problem. Otherwise, some code activity is needed.

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    Omar Zaarour
    Transform 365
    Calgary
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    Conference-CRMUG_200x200


  • 3.  RE: Ultimate parent account

    TOP CONTRIBUTOR
    Posted 9 days ago
    I ended up creating a solution using Flow.

    2.PNG

    I reached the allowed action nesting depth a level 8. However, I don't ever foresee the hierarchy going that deep in our case. And if it does, I will get an email letting me know. Perhaps the solution to that issue could be to trigger another flow from the current flow - if possible.

    One other improvement that would be great is if you could create the name as a hyperlink to the record instead of just a plain text field.
    2.PNG


    ------------------------------
    BR,
    Niels
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    Conference-CRMUG_200x200


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