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Quip-Create an Account Hierarchy Report

Julkaisupäivä: Feb 11, 2024
Kuvaus
Surface a Salesforce account hierarchy list in a Quip document.
Ratkaisu
Overview
  • Create a formula field to capture the ultimate parent account
  • Create a Salesforce report with the formula field as a filter
  • Add a Salesforce report to the Quip document using the dynamic filter
Note: This process will not show the hierarchy of child accounts, but will show the hierarchy as related to the ultimate parent account.

Guided Steps
  1. Create a formula (text) field “Ultimate_Parent__c” on account with this as the formula
  2. Create a report in Salesforce that surfaces all account levels
  3. Add the formula (text) field to the report and use the field to filter from the Salesforce Report Live App; see Dynamically Filter Live Salesforce Reports from Quip

Questions/Feedback?
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Knowledge-artikkelin numero

000390260

 
Ladataan
Salesforce Help | Article