Account hierarchy and Scorecard

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  • Question
  • Updated 2 months ago
  • Answered
As a CSM, I need to see the scorecard roll up to the ultimate parent so I can understand the overall health of my client.
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Angela Domenichelli

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Posted 2 months ago

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Dan Ahrens, Official Rep

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Hi Angela, I'm assuming you are using the Account Hierarchy functionality from SFDC, correct? 

You can configure this in Administration > Account Hierarchy



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Sai Ram Pulluri, Official Rep

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Hi Angela, hope your query is answered, please let us know if you need any help here!
(Edited)