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iSfdc Accounts Grouping
Hi,
We have a requirement of Grouping of Accounts.i.e. Collate certain Accounts to a single group. Fundo is that,one Account may belong to multiple groups and one group will obviously have multiple accounts.
And I should be able to run reports based on this Account Groups/Assign tasks etc.
We tried Tags, but it doesnt meet the entire requirement, if any of you can provide a better Solution than Tags it would be helpful.
Hey
Create a Group custom object and another custom object that will be used to join Account and Group, this way you create a many-to-many relationship between group and account.
Wes
Hi Wes,
Thank you. But here I have a limitation of Running reports for specific groups.
E.g. I want to see all the Opportunities of Group-GOLD Accounts it might not allow.