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Matthew Loh Create a checkbox to determine if a parent account has CHILDREN
Referencing this unsolved post: https://success.salesforce.com/answers?id=90630000000h86rAAA
The ISBLANK (ParentID) formula doesn't actually tell me if it is a parent, it simply checks to see if there is a Parent ID.
My organization has multi-level hierarchies with our accounts, such as Grandparent --> Parent --> Child
The ISBLANK checkbox only works for the very top level (i.e. Grandparent) and doesn't work at the 2nd (Parent Level).
I'd like to be able to find out if an Account has children accounts beneath it, not whether there are parents above it. Because it can be the case that an Account is both a parent and a child account.
Hi Matthew,
You can make rollup summary on every parent and see if rollup summary value is greater than zero then it has children.
Or you can always go with trigger.
Let me if it helps.
Thanks,
Manohar