-
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
FlexDeploy Loves Salesforce: Source Control Your Salesforce Changes
FlexDeploy is an Enterprise DevOps platform with fully integrated support for Salesforce apps, metadata customizations, integrations and more. This is the second article in a…
How Salesforce Help Businesses to Grow | The Ultimate Guide
Maintaining cordial relationships with clients is key to the success of a business, be it a large transnational or a small company. A strong, positive…
Einstein Analytics: Data Sync Functionality Explained
Data Sync is a process that helps to ensure that the data in your Salesforce org is ready to be used in Einstein Analytics. This…
Popular Salesforce Videos
What is Audit Trail in Salesforce?
The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization. It records all modifications concerning the administration, customization, security,…
The History of Salesforce
Well, it's about time to talk about the history of the company that became a $10 Billion Dollar Industry from an efficient CRM. Watch this…
Is the Salesforce Marketing Cloud the Future For Business?
As the market changes, one needs to keep up with the times. Companies are interested in Salesforce Marketing Cloud because it gives them a competitive…
