How do I create a Child Account Related List to show on the Account Page Layout? - Answers - Salesforce Trailblazer Community
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Verdis Investor RelationsVerdis Investor Relations 

How do I create a Child Account Related List to show on the Account Page Layout?

I'd like to create a Related List that would show all of the Child Accounts on the same page as the Parent Account Info page, so that ultimately these can be seen at a glance instead of having to navigate to "view hierarchy".
Best Answer chosen by Ed (salesforce.com) 
Scott HarperScott Harper
An app called inline account hierarchy is what I think you are after free on the app exchange

http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016chCEAQ

All Answers

Scott HarperScott Harper
An app called inline account hierarchy is what I think you are after free on the app exchange

http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016chCEAQ
This was selected as the best answer
Verdis Investor RelationsVerdis Investor Relations
Scott, that was SO easy and helpful, thank you. The app looks great.
Zach HortonZach Horton
Scott, this was such a great recommendation!

I wanted to point out that I read over several (near ten) threads on the dev forums about people wanting this type of functionality.  They were all told to code some complex apex trigger, or make their own VF page, with classes and methods and yada yada...

This is the ONLY post I found recommending an Already Ready Already solution.

So thank you!  This will be super helpful for us.

Zach
Noam GafniNoam Gafni
This isn't available for Professional edition. 
Damien WhiteDamien White
This isn't avaiable in groupedition either
NagendraBhusanSingh SikarwarNagendraBhusanSingh Sikarwar
Hello there,

Recently I had same requirement, and I'm able to achieve it  using Look-up relationship field in the Account using Account.  This is what I did:

1- Created a lookup relationship in the Account to Account, that has added a Lookup (Account) field in the Page-Layout, named it Parent, and a related list (I named it ChildAccount). 
2-We can’t Hide the Original Parent field from Layout, But can add at the last and make it read-only.
3- In case Original Parent is in Use, you can auto populate with same when Custom Parent is Added/updated. And also can do one time batch update for history data.

I don't see any impact, however I read many articles people facing and suggesting various solutions but no one suggested this. I want to make sure in case I'm missing something that may lead into some issues in future. 

Thanks
Nagendra
Brittany BatesBrittany Bates
This is an old question but I wanted to share a solution that involves "standard" functionality (i.e. button clicks instead of Visualforce).

Our parent accounts are "Vendors" and our child accounts are "Applications", so you'll need to revise the following naming conventions and IDs accordingly.
  1. On the Account object:
    • Create a new field
    • Set the Type to Lookup Relationship
    • Select Account in the Related To dropdown
    • Field Label and Field Name should be "Application"
    • Make sure the field is visible by all profiles
    • Don't add the field to any of the page layouts
    • The Related List Label should be "Applications"
    • Add the related list to the "Vendors" (parent) page layout
  2. On the Account object:
    • Create a custom button
    • Label should be "New Application", Name should be "New_Application"
    • Display Type should be List Button
    • Behaviour should be Display in existing window without sidebar or header
    • Content Source should be URL
    • In the URL box, enter the following URL (only the parts in bold, the rest just explains what it does):
      • /001/e?retURL=%2F{!Account.Id}& /* returns user back to Parent Account if canceled */ 
        acc3={!Account.Name} &  acc3_lkid={!Account.ParentId}& /* on new Child account, populates the Parent Account field with the ID of the Parent Account */
        RecordType=012110000005HMC& /* sets the Child account record type to "Application" using the record type ID */
  3. Create a Process Builder:
    • Name should be "Set Application field to the Parent ID (Vendor)"
    • Click Add Object and select Account
      • Under Start Process When, select only when a record is created
      • Click Save
    • Click Add Criteria
      • Name should be "Record Type = Application"
      • Under Criteria for Executing Actions, select Formula evaluates to true
      • Formula should be: [Account].RecordType.Id = "012110000005HMCAA2" 
        • ​The ID has to be 18-digits, use this website to quickly convert from 15 to 18 digit: https://www.adminbooster.com/tool/15to18
      • Click Save
    • Click Add Action under Immediate Actions
      • ​Name should be Set Application field to the Parent Account ID
      • Under Criteria for Updating Records, select No criteria—just update the records!
      • Under Field, select Application
      • Under Type, select Reference
      • Under Value, select [Account].ParentId
      • Click Save.
Step 1 creates a related list on the parent account (Vendor) where child accounts (Applications) can be displayed. Step 2 creates an easier way to relate the parent account and assign the appropriate child record type to the new account. Step 3 associates the child with parent in a way that makes the child accounts show up in the related list created in Step 1.
Young OneYoung One
This thread may also help: https://success.salesforce.com/answers#!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=9063A000000p6CFQAY
 
Dan KDan K
@Brittany Thanks for this solution. I ended up using [Account].RecordType.Name = "Record Type Name" instead of record type ID so I could deploy the flow to other instances without editing the record type ID.
Matthew HymesMatthew Hymes
I'm trying to have all child accounts show up on parent accounts. I completed step 1, but am stuck on step 3 (particularly bullet point 3). Where does that 18-digit ID come from in the formula? In the end, will the child account ID # show up on the parent account profile page? Or will the child account name?  
Brittany BatesBrittany Bates
The ID comes from the record type ID. Follow these steps to get the ID (this is only relevant if you have different record types for your accounts in your org):
1.) Go to Setup
2.) Type Record Type in the Quick Find search bar and select the one that comes up under Accounts
3.) Click on the appropriate record type
4.) In the URL, you see "Id=" followed by a 15 digit character. 
5.) Copy that 15 digit ID and convert it to an 18 digit ID here: https://www.adminbooster.com/tool/15to18
 
Dan KDan K
@Matthew Alternatively, you can do what I did and use record type name instead of record type ID. Just use this formula instead and input the name of your record type: [Account].RecordType.Name = "Record Type Name"
Matthew HymesMatthew Hymes
Thanks @Brittany and @Dan! If we don't have different record types for accounts, then do you have any recommendations for how I can set up the process builder to list the child accounts on the parent account? 
Dan KDan K
Do you have any other fields that distinguish parents from children? You need something to enter into the criteria of the PB. 
Matthew HymesMatthew Hymes
Just the parent account name field listed on a child account as of now. But perhaps I'll create different record types if that's the best method to set this process up. 
Dan KDan K
Different record types is helpful if you'll want different page layouts for each at some point. You can also just make a picklist with options for Parent/Child or Headquarters/Branch for example.
Matthew HymesMatthew Hymes
Thanks! If I have parent accounts A and B (labeled as parent) and child accounts a and b (labeled as child), then would this set up allow me to list child a on parent A account page and child b on parent B account page? Or does it just end up listing all children accounts on all parent accounts? Does my question make sense? 
Dan KDan K
Yes, you're correct. Children can only have one parent so they'll only show up on the related list on their parent account.
EdEd (salesforce.com) 
Thanks for the update, Verdis! I have marked Scott's post as "Best Answer" to close off this string and help others in the community with similar questions. For future references, you can also mark the post by hovering over the post, the Best Answer button will appear. 

Thank you all for your contribution to Success Community!
Mallika M SMallika M S
Hi, I tried using the method suggested by Brittany but I am getting this below error in the new button. Please suggest.

Unable to Access Page
The value of the "RecordType" parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the parameter value or reduce the value length and resubmit. If the error still persists, report it to our Customer Support team. Provide the URL of the page you were requesting as well as any other related information. 

I took the Record Id, converted it to 18 characters and even tried using record type name as suggest by Dan.
Brittany BatesBrittany Bates
@Millika, try using [Account].RecordTypeId = "18characterID" instead of [Account].RecordType.Id

Hopefully that works!
Valeria KokinaValeria Kokina
Hi All,

Check out the Ascendix Search app https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000ExwHyUAJ.  It allows building related views of any objects (including the custom objects).  You can customize the results table, add any columns across objects. All is done with clicks.

Here is the post about it: Building Salesforce Related List Views Using Criteria Across Objects (http://​https://ascendix.com/blog/building-list-views-using-criteria-across-objects/)

Here is the website: https://ascendix.com/ascendix-search/
Jason KimJason Kim
Just installed the package but does anyone know how to have it appear on user profiles? 
Valeria KokinaValeria Kokina
Jason,

Are you on Lightning or Salesforce Classic? There are 2 Installation guides available on AppExchange.

My answer below is for the Lightning:

Here is the link to the admin guide (https://appexchange.salesforce.com/servlet/servlet.FileDownload?file=00P3A00000bm94NUAQ#page=17)

To use Ascendix Search you must assign users to the Ascendix Search User permission set. For any users who will be Search administrators, also assign the Ascendix Search Admin permission set.
  1. From Setup, enter Permission Sets in the Quick Find box, then select it.
  2. Select the user type you wish to add then select “Manage Assignments
  3. Click on “Add Assignments” and select the users you wish to add to the permission set and hit Assign.
User-added image


Adding Ascendix Search to the App Ribbon Bar (http://https://appexchange.salesforce.com/servlet/servlet.FileDownload?file=00P3A00000bm94NUAQ#page=20)
  1. Before getting started, determine which Apps will need to have Ascendix Search added to the App Ribbon Bar. In our example, we will be using Sales.
  2. Go to Setup from the top right, then search & select App Manager from the quick find bar near the top left.
  3. Select Edit from the drop-down on the app you wish to add Ascendix Search to.
  4. Navigate to Select Items and select Ascendix Search from Available Items. Use the navigation buttons to position Ascendix Search in Selected Items
  5. Ascendix Search is now available in the App Ribbon Bar.
If you use Salesforce Classic, please refer to this guide (https://appexchange.salesforce.com/servlet/servlet.FileDownload?file=00P3A00000bw9tsUAA).(page 10 and 18)

I hope it helps. You can always reach out to support@ascendix.com