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Previous Contributor

Account Hierarchy

Hi! Is there anyway to setup an account hierarchy reference? For example I have some accounts in SalesForce that have both a Parent Account and a Child account. I'd like to get this list put together to act as a reference to see what other accounts are part of the same family and be able to show this relation in a dashboard.

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Regular Contributor

RE: Account Hierarchy

You can definitely set up a hierarchy and from the sample of data you've included it looks like it's got all the necessary unique IDs already. Import the Salesforce data into Anaplan using Account ID as the code and Parent Account ID as the parent. That's all you need to build the hierarchy, but if you define a list property for Ultimate Parent (list formatted, using the same list) you can import Ultimate Parent ID into that property and Anaplan will let you do lookups on that as well.