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Bopsy Account Hierarchy

By Bopsy

Hierarchy Rollups in Salesforce for free

No Ratings
Free  

Never requires payment

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Business Need
Lead & Opportunity Management
Forecasting
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

The Bopsy Account Hierarchy package is a powerful tool designed to streamline the management of account hierarchies within Salesforce. It enables automatic population of ultimate parent accounts and facilitates data rollups.

Highlights

Easily Manage Ultimate Parents Understand the number of Accounts in the hierarchy Understand from a field where in the hierarchy this account belongs Easily rollup figures in the hierarchy to ensure accurate reporting

Provider Details

Bopsy
San Francisco, CA
Founded
2019
Website
Email

Salesforce Automation to the Rescue Bopsy helps to automate business processes so your team can concentrate on what matters!

Pricing Details

Free

You can fully use this solution without payment.

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