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Admin Office Hours - September 29th, 2016
Userlevel 6
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?
Thanks!
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?
Thanks!
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.
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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