Vote 5400  points

njdevilsfan

Roll-up Summary Fields for Account - Account (Hierarchy) Relationship

Salesforce Platform, Applications, Customization, Database Services, Sales Force Automation, Large Enterprise Ideas, Large Enterprise

Considered for Future Roadmap

The Account Hierarchy functions in salesforce need alot of work. One thing that would be a huge help is if we could perform roll-up summaries within the hierarchy. Here are some example of how I picture it being used: - Calculate the # of Accounts in the hierarchy. If there are multiple levels of the hierarchy, show the number of accounts beneath whatever account you are looking at. - Roll-up financial/sales information. If each account has a field like sales volume, then you could do calculations based on what the values are at the lower levels. - Avg. Percentage change. If you track % change (of whatever) information as fields on each account, at the higher levels you could calculate the average % change of all the levels beneath it. Like I said. In my opinion Account Hierarchies need alot of work. But I think this would be a huge step forward.

7 years ago · 54 Comments ·Merge Idea · Report Abuse

Latest Comment from Product Management

Kristie Garafola

Ian- the Lightning enhancements need to be in place first as the foundation these changes can be made upon.  From what I gathered in our conversation, it's not technically feasible to do today, but the work we're doing for Lightning will make it possibe.

Previous Update so it stays anchored at the top of the Idea:
This is a feature we'd like to deliver (safe harbor), however there are some enhancements to our next gen platform, Lightning ( http://www.salesforce.com/platform/services/lightning/ ) that need to be implemented before we can start working on this request.

We'll continue monitoring the progress of these efforts and this Idea, and I'll post a new update as one becomes available.
Thank you for your patience.

3 months ago · Report Abuse

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