-
Filter by Account Hierarchy in Salesforce
With this app am I able to modify the filter to use the account hierarchy and see Tasks assigned to accounts belonging to children accounts that are a part of a large account hierarchy?
-
1 Reply
-
Hi Matthew,
The Task Manager app displays each task created in the system in the form of a table, and you may sort on the pre-defined columns, and filter using search text. So it does not matter if you define the tasks against a parent account or children account, all tasks will simply be displayed in a list view. It will also display the name of accounts against which tasks are created.
Thanks and Regards,
Prafull Kumar
Log In to reply.
Popular Salesforce Blogs
Reducing The Technical Debt in Salesforce
Many organizations have been incredibly productive over the last few years with their Salesforce Instance. However, that also means that these entities have accumulated baggage…
Integration of Hubspot with Salesforce (Part 1)
Are you ready to supercharge your business by connecting two powerful tools: HubSpot and Salesforce? In this beginner-friendly guide, we'll explain how to import contacts…
Key Management in Shield Platform Encryption | Salesforce Security Guide
Shield Platform Encryption licenses Salesforce head to deal with the life cycle of their information encryption keys while shielding those keys from unapproved access. To…
Popular Salesforce Videos
Introduction to Journey Builder in Salesforce Marketing Cloud
Marketing Cloud's Journey Builder is a campaign planning tool that enables you to design and automate campaigns that guide customers through their journey with a…
Campaign Management in Salesforce | Campaigns in Salesforce
Learn all about campaign management in Salesforce. Also, get a glimpse of how to create a campaign, add campaign members, how to use campaigns to…
Algoworks Is Now A Salesforce Summit (Platinum) Partner | Salesforce Consulting Services
It's been just a year since we became Salesforce gold consulting partners. Algoworks has now been recognized as a Salesforce Summit Partner (also known as…