Admin Office Hours - September 29th, 2016

  • 26 September 2016
  • 3 replies

Userlevel 6
This thread is for the Admin Office Hours session for Thursday September 29th, 
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3 replies

Hey there,

We have enabled the Account Hierarchy in our Customer 360 pages. Wanted to explore some questions about how to best use this feature.

If a 'parent' account has multiple children:1) Does the children's adoption metrics roll-up (sum/average/other) in the parent level 360? 
2) Do the health scorecards update for each parent based on their children's metrics? 
3) If these can't be seen in the parent account metrics--could we create a report within our site so we can track these items?


Hi again, 

I'd also like to see a couple of example use cases regarding the Power List area "Which meets the additional criteria from Contacts" Calculated Fields.
  • When is the best time to Comparison calculations? What type of templates might this be used with?
  • When is the best time to use Aggregation calculations?What type of templates might this be used with?
Userlevel 6
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