All right.
In this section we are going to talk about icons icons hierarchy icon teams and also person accounts.
So let's start with the icons in this section.
Let's talk about creating account and account hierarchy.
So let's go to the Salesforce developer arc here global accounts.
These are dimensional how to create an icon.
That's pretty simple and straightforward.
Fill in the details here.
I have just filled in the account name.
It's an awesome account.
Yes of course life is awesome.
Save that a cloud perfect.
Now that we have successfully created our account and here you see all the related list out there and
how which is related to other objects perfect as simple as that.
Now in accounts you also see a field called US parent.
So what does that Baron tackled being into up as the name says he displayed on account off this particular
awesome account.
That as that is no parent icon associated here it means this account does not have any and decal associated
ask blessed that know what we're going to do this.
We are going to create another icon and associated that as a parent tackle for this particular account.
Let's create a new account and let me name it as a parent.
Awesome account.
The naming convention I've just given it like this.
So easy for us to understand and save it effect.
So we have created our fat and tackle festival.
So know what I'm going to do this.
I'm going to this awesome account and then I'm going to add the parent account.
And here look for parent parent awesome account the effect.
All right.
So now you'll see that.
So the icon name is awesome account and the plate and tuck on has been an awesome account.
So what do we see here.
We see a hierarchy that is a pattern.
And that is a child icon.
So if you go to this hierarchy link you'll see the hierarchy is placed in such a way.
You see the parent account.
You see the child icon.
And you can have multiple child as well.
So I create one of that account.
I can have the same parent icon best value.
So you can form the hierarchy depending on your business model.
We can actually give many real time examples for this.
Consider target.
They have target brands Target Capital Corporation target and a price target general merchandise.
Right.
So here.
Target actually forms the parent took out with all its subsidiaries like the Target brands Target Corporation
target to enterprise Target merchandise.
All these will form the child accounts.
All right.
So this is how we do that set up or maybe this common example of why Mark.
So the parent and on will be Wal-Mart with the child icons like Wal-Mart Supercenter Wal Mart discount
store Walmart Neighborhood Market Wal-Mart express you know all these subsidiaries will form the child
accounts.
So basically there's a cult hierarchy is used for defining the icon structure how they are structured
within each other.
All right hold there group and how they are related but not one thing just because this bear duck owned
we name it as a parent it does not influenza any of Ricardo's ability like a I have obvious ability
to parent.
Awesome account.
So it doesn't mean that I automatically have this ability to awesome contest well meaning the child
outcome.
So getting access to the parent account will not grant access to that child account by default for providing
access then you need to use other security methodologies like rule hierarchy or sharing settings are
those security settings but not at this account hierarchy for effect.
This is about the visibility and the other thing here and hierarchies that when they learned about the
campaign hierarchy they understood that there are several fields by default that is given in Salesforce
like the total number of ad revenue in this particular campaign.
And also we can see the total revenue in the campaign hierarchy right.
There are different fields I can show that to you real quick here.
So these are the fees.
These are the campaigns specific fields and these are the hierarchy specific fees.
So these fields will show you what does the actual cost for all the campaigns in the hierarchy.
The total budgeted cost for the campaigns of the hierarchy the total expected revenue for the campaigns
in the hierarchy.
So this is basically the role of fields that we have right.
So this is a pretty efficient feature that we have in campaigns.
The campaign hierarchy feeds but unfortunately we do not have that in account hierarchy.
In fact no.
You also have the idea exchange this as fanciful idea.
This is posted here and this is exactly for this requirement.
This is for stating that people are stating that there are no rules up somebody feels for a company
a contractual relationship.
So you also please go ahead I'm all for this and hopefully Salesforce will look into this someday so
once a Salesforce implements this we will have a similar feels for hierarchy in icons as well so we
can easily calculate those values instead of going for any custom methods.
So this is all about icons and icons.
Hierarchy in Salesforce.