Vote 4200  points


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

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

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.

5 years ago · 47 Comments ·Merge Idea · Report Abuse

Latest Comment from Product Management

Marilyn Lin

Thank you for submitting your Idea and comments. As @nj_devilsfan2 pointed out, there is a duplicate Idea that already exists ( We will merge this Idea within the week to consolidate all the votes & comments. Please use the "Search then Post" functionality on the site to avoid posting duplicate Ideas. To alert us of duplicate Ideas, please use the “Report Abuse” function. Thank you! ~IdeaExchange Program Manager

4 years ago · Report Abuse

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