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Account Hierarchy with custom lookup field?

darkknight
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Has anyone successfully set up Account Hierarchy using a custom lookup field?

Going into Administration/Account Hierarchy, I have the option of only selecting Parent Account ID from the lookup relationship field picklist.  The fact that it is a picklist tells me I should have the ability to have more than one option.  We are in the process of determining now how to enable AH, but we aren't able to use Parent Account ID (due to reasons) but want to potentially leverage a custom object.  Anyone know how to enable a custom object to appear in this picklist?

Jeff Kirkpatrick

10 replies

bangar
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  • bangar
  • Gainsight Employee ⭐️
  • 3 replies
  • November 1, 2016
Hello Jeff,

Please create a custom lookup field on Accounts object. It should be a self lookup field i.e., both parent and child objects should be Accounts itself.



The same custom lookup field will be displayed in Account Hierarchy configuration page, select the field you have created instead of the default Parent Account ID field provided by Salesforce.



This process will enable your use case.
azhar_uddin
darkknight
manu_mittal
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    azhar_uddin
  • darkknight
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    manu_mittal
darkknight
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  • darkknight
  • Author
  • Expert ⭐️
  • 1980 replies
  • November 1, 2016
Thanks bangar!
Jeff Kirkpatrick
bangar
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    bangar
amber_boaz
  • amber_boaz
  • Contributor ⭐️⭐️⭐️
  • 12 replies
  • November 1, 2016
Can another object be used? Say a lookup to a custom object?
bangar
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    bangar
bangar
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  • bangar
  • Gainsight Employee ⭐️
  • 3 replies
  • November 1, 2016
No, you can't use any of the object other than Accounts to capture the hierarchy flow of an Organisation/Customer. 

You can use a lookup to only Accounts object.
amber_boaz
  • amber_boaz
  • Contributor ⭐️⭐️⭐️
  • 12 replies
  • November 1, 2016
Got it. Thanks!
bangar
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  • bangar
    bangar
manu_mittal
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  • manu_mittal
  • Gainsight Employee ⭐️
  • 639 replies
  • November 1, 2016
Amber - We could potentially use the Relationships feature to help out with your custom object scenario. Happy to connect and chat further.
amber_boaz
  • amber_boaz
  • Contributor ⭐️⭐️⭐️
  • 12 replies
  • November 1, 2016
Thanks @Manu. We haven't settled on a plan yet, but will definitely engage when we're closer. Thanks!
johnny_burtchaell
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Currently the AH is showing us Accounts that have not been added to Gainsight, such as Prospects. Is there a way to filter the AH section to only show specific customers? i.e. Active customers (Status = Active)?
manu_mittal
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  • manu_mittal
  • Gainsight Employee ⭐️
  • 639 replies
  • November 3, 2016
We are adding some AH section level filtering and sorting options in the next release. Would you also want to exclude such Accounts from roll-up calculations?
lori_austin
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  • lori_austin
  • Contributor ⭐️
  • 2 replies
  • September 12, 2018
Did the filtering and sorting options get added?

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