-
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
Dreamforce 2024: Spectacular Event With P!NK & Imagine Dragons Promoting Innovation, Networking, and Dreamfest
Dreamforce 2024 promises to be the most innovative technology event of the year, fusing innovative technology with smart business tactics and jaw-dropping entertainment. This year's…
Custom Objects and Standard Objects in Salesforce - The Understanding
As evidenced by its predominance across nearly every industry able to leverage CRM or automation tools, the greatest value proposition Salesforce has to offer is…
Salesforce Data Cloud: Unlocking the Power of Real-Time Customer Data for Smarter Sales
In today’s fast-paced digital landscape, businesses need real-time, actionable customer insights to stay connected and relevant to their customers. With Salesforce Data Cloud, TechForce Services…
Popular Salesforce Videos
Salesforce 101 for Salespeople
In this video, Oliver Sholder breaks down Salesforce 101 for us. He covers everything from what Salesforce is and does, to how it can benefit…
Salesforce Platform Quick Tip: How to Use Einstein Search
Want to improve your searches in Salesforce, and make them faster and more intuitive? In part one of this 2 part series, Trailblazer and Salesforce…
Power of Personal Brand | The Shrey Sharma Show | Salesforce
Shrey is a Chief Executive Officer at Cyntexa, a SILVER Salesforce Consulting Partner in the USA, UK, UAE, Australia, Singapore & India, having a vibrant…
