Filter by Account Hierarchy in Salesforce

  • Prafull

    January 31, 2019 at 7:42 am

    Hi Matthew,

    The Task Manager app displays each task created in the system in the form of a table, and you may sort on the pre-defined columns, and filter using search text. So it does not matter if you define the tasks against a parent account or children account, all tasks will simply be displayed in a list view. It will also display the name of accounts against which tasks are created.

    Thanks and Regards,
    Prafull Kumar

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