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Ek KanusEk Kanus 

How to Store data as per role Hierarchy and hierarchical Rollup in SFDC

I Need to Store Number fields per used based on User role Hierarchy and need to do hierarchical Rollup later on once data is updated. Did anyone tried to do this in Salesforce.

One Approach I am thinking is store it on user record but not sure if there any way to auto rollup this data. Wanted to check what will be best data model for this.

 

Note: I am aware if forecasting in Salesforce, which is not going to work in this scenario.

 

Please find below is the sample data - 

 

  • VP - 3000
  • ----Mgr - 2000
  • -----------Sales Rep - 1000
  • -----------Sales Rep - 1000
  • ------Mgr - 1000
  • -----------Sales Rep - 1000

 

 

 

sandeep@Salesforcesandeep@Salesforce

Hi I think there is no direct way to implement  but if you think from other direction it is already implemented with all Sobjects because in each record there is a record type owner field which is binded with user ( it may also queue but now in this case we need to consider user only). if each owner (user) is having any role then automatically these records would be arranged as per  hierarchical Role structue.

 

Record1 - ( Owner - CEO)

   ----- Record 2 ( Owner - CTO)

   ------Record3 (Owner - advisor) 

 

like this