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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?
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1 Reply
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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
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