All Ideas

Idea Details

Post an Idea
10,140  Points
Idea has been posted. Give it an upvote or downvote.

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

  • IdeaExchange Moderator - 4 years 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 ( ) 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.
  • Upvotes
  • Downvotes



from AppExchange


Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.