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Bopsy Account Hierarchy

By Bopsy

Hierarchy Rollups in Salesforce for free

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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

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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.

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