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Account_Hierarchy

Account Hierarchy View

Easily traverse Account Hierarchies in a single screen while presenting interactive data from multiple related objects.

The list of Accounts on the left is filtered to only display Global/Parent accounts. Select a Parent Account from the List and the detail view displays all the Child Accounts that look up to the parent you've selected. Each child account displays related opportunities - with two separate views: Open Opportunities and Closed Opportunities. You can also view all the cases related to any of the accounts in the selected hierarchy or easily create a new case and select which Account the new Case should be related to (using a reference field that is being displayed as pick-list).

Instructions

  • Page API: V2
  • Data source: Uses default Salesforce data source
  • Design system: Download this Design System file. Use the Import function on the Design System page to add this system to your org.
  • Page XML: Copy the XML from this page, or save it as an XML file, and upload it as a new page in your Salesforce Org.

Notes

  • The chart allows you to drill down into the underlying Opportunity data and make changes if necessary.
  • The KPIs are Skuid UI Only Formula fields - so you do not need to worry about using up any of your roll-summary fields on your Account Object.
  • The Modal that appears when clicking "New Case" is completely configurable and no code was necessary - it's one of the many actions available to call from Skuid's Action Framework ("Show Modal")
  • You can style buttons and place them anywhere on the page, highly configurable and powerful components that hook into the Action Framework and/or Salesforce actions (approval process, Apex, etc.).

Step by Step Build Webinar.

We did six webinars walking through the build for this use case. Each chapter documents a different aspect of building the Skuid solution.

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