Displaying Child Accounts for an Account Hierarchy
- Browser (Classic)
- Windows Tablet
Users can view child accounts instead of person accounts while using the Account Hierarchy feature throughout the application. Users can also navigate to a list of child accounts for a specific parent account by selecting the Account Hierarchy button on the Scheduler page for offline devices. This eliminates the need for a user to navigate away from the Account Hierarchy page to view the child account.
The Account Hierarchy button is available for all orgs.
For example, Sarah is visiting Chilton Memorial Hospital. She wants to see all of the child accounts. She selects the View Hierarchy button to view the associated accounts.
Configuring Child Account Display for an Account Hierarchy
Ensure initial configuration is complete to use this functionality.
To enable this feature:
Grant the following permissions:
Object OLS Record Type Fields FLS
- Ensure the Enable_Child_Account_vod Veeva Setting check box is selected.
The Account Plan Overlay for Account Plan Details is not supported for Child Account Hierarchies.
Using Child Accounts Display for Account Hierarchy
This feature displays all child accounts (business-to-business and business-to-person) as "Parent_Child_Name". For example, A Center for Dermatology Ackerman Clinton or Newton Memorial Hospital A Center for Dermatology.
Users select the View Related Accounts button from a parent account to view all child accounts.
From this view, users can navigate to the appropriate parent or other child accounts. Users can also select the Account Hierarchy button in My Schedule to view child accounts affiliated with the parent account.
See Child Accounts for more information.
If the Child_Name format is the desired display for business-to-business child accounts, change the "Parent_Child_Name" formula to the following:
If (Child_Account_vod__r.IsPersonAccount, Parent_Account_vod__r.Name + " " +
Child_Account_vod__r.LastName + " " + Child_Account_vod__r.FirstName,
A database refresh may be required to view new values based on the updated formula.