Names of Child Accounts on Parent Account

Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.

Problem

How do you rollup the names of child Accounts under each parent Account record?

Solution

Quickly deploy one of Rollup Helper's pre-built rollups named, "Child to Parent Account Names." The Child to Parent Account Names use case rolls up the names of child Accounts for each parent Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Child_to_Parent_Account_Names."

Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Rollup Helper." Click on the "Deploy Pre-Built Rollups" tile and click Deploy next to the Child to Parent Account Names label:

Browse Use Cases Tile

Child to Parent Account Names

  • Click on the Deploy Child to Parent Account Names Field button
    Child to Parent Account Names deploy field
  • The Child to Parent Account Names field will be deployed.
    • Please Note: Field Level Security will not be automatically set when creating fields through Rollup Helper, and the field will not automatically be added to page layouts. Please ensure that the newly created field is added to all desired layouts and permission sets once the rollup creation process has concluded.
  • Then click on the Deploy and Run Child to Parent Account Names Setting button
    Child to Parent Account Names deploy setting
  • Finally, click on the Start Rollup Run button
    Child to Parent Account Names run rollup

You will also be able to view and edit the deployed rollup via the All Rollups page.

Now your teams will be able to quickly see how Accounts are related to one another.

Most Recent Note on Account Rollup Helper Use Case Library First Campaign Date
Chat Offline
Contact Us Here