-
Is it possible to aggregate data from contacts to accounts?
Is it possible to aggregate data from contacts to accounts?
-
1 Reply
-
Hi Ravi,
All standard activities do roll up from the Contact to the Account.
For custom objects you can create a hidden Account look up on the custom object and workflow the account the contact is associated to. This will create the related list on the Account and you will be able to see all of the contact related list information.
Log In to reply.
Popular Salesforce Blogs
How to overcome Red Flags that indicate harm to your digital strategy?
Choosing CRM is life-changing, and this is not a joke. The way a software adjusts to your customer management approach; its ability to scale and…
Providing Advisors with Insights on Offerings using Salesforce
Advisors need access to timely, relevant, and actionable insights required in the financial services sector to provide their clients with a differentiated experience, but also…
An Introduction to Salesforce Enterprise Social Network
Billions of people use social networking platforms to stay connected with their family, friend, and business associates. Now, entrepreneurs need a customized corporate networking podium…
Popular Salesforce Videos
What is Data Management in Salesforce Admin?
Data Loader is a tool to process bulk records and we can process five million records with the data loader.
How to Edit or Change Product Schedules in Salesforce
Use product schedules to determine the payment and delivery cycles for products that are paid or delivered over time. In Lightning Experience, customize schedules with…
Learn About Types of Sandboxes in Salesforce
A sandbox is a copy of your organization in a separate environment that you can use for a variety of purposes, such as testing and training.…