Filter by Account Hierarchy in Salesforce - Forcetalks

Tagged: Account Hierarchy, Apex DataTable, Parent Child Record, Salesforce Apps, Task Manager App

Task Manager by Algoworks

Filter by Account Hierarchy in Salesforce

Posted by Matthew Whaley on January 30, 2019 at 5:34 PM

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?

Prafull replied 7 years, 3 months ago 2 Members · 1 Reply
1 Reply

Prafull

Member
January 31, 2019 at 7:42 AM

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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