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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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Bopsy Account Hierarchy/ver 0.1 0.1.0
Listed On
08/22/2024
Latest Release
08/22/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/22/2024

Additional Details

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 through custom metadata settings. By leveraging this package, organizations can efficiently organize and report on their account data, enhancing visibility and decision-making capabilities. Account hierarchies are essential in Salesforce as they represent the relationships between accounts, allowing for better organization and analysis of data. However, managing these hierarchies can be complex, especially in large organizations with intricate account structures. The Bopsy Account Hierarchy package aims to simplify this process by providing a range of features and tools tailored to account hierarchy management.

Need help?

Bopsy

San Francisco, CA

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