Create a Global View of the Account Using Apex

Create a Global View of the Account Using Apex

Learn how to create a global view of the account using apex to get a complete view of a complex account hierarchy, something that can be difficult with out of the box hierarchies in enterprise organizations where the account structure is setup with a parent account and many subsidiaries.  

Using roll-up child related list records such as Contacts and Opportunities we will demonstrate how account managers can get a complete view of the Account hierarchy from the parent account level.
Watch the latest videos from Salesforce.
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.
Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.

Join our ten-part series to hear top CEOs share their stories with host Monica Langley.

Meet today's most innovative marketers.
Hear how Trailblazers in education are ensuring class is in session for all.
Female leaders discuss challenging the status quo and forging a new path forward for everyone.

Discover more videos & live broadcasts on Salesforce LIVE.