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Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

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

Accounts & Contacts

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.

Merge Idea · Flag

Latest Comment from Salesforce

  • Kristie Garafola - 1 year ago

    Aliya- not in Summer '15 but it's about time for me to check in for a new status update. I'll circle back once I have that to share. 

    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.
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