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Pratik Mungalpara Is it possible to automatically update Contact Hierarchies
Org is using Contact Hierarchies. It's generated automatically based on report to field which is standard functionality. let say contact A is on top. Contact B is reporting to contact A and Contact C is reporting to Contact B. We are using custom field "inactive" on contact object.
So let say when we mark Contact B Inactive then it should be either replace it with new person who has been assigned to that role. If i simply remove "report to" filed from contact B then it will be removed from contact hierarchies but in that case Contact C will be also not show up in contact hierarchies since it report to contact B which is inactive.
So is there any work around to keep Contact Hierarchies up to date automatically whenever any contact mark inactive?
So let say when we mark Contact B Inactive then it should be either replace it with new person who has been assigned to that role. If i simply remove "report to" filed from contact B then it will be removed from contact hierarchies but in that case Contact C will be also not show up in contact hierarchies since it report to contact B which is inactive.
So is there any work around to keep Contact Hierarchies up to date automatically whenever any contact mark inactive?
Greetings!
Seems like you can update the Contact Hierarchies automatically using the Trigger to fire whenever the Contact is marked as inactive and change the Report To field to the next field as suggested here (https://trailblazers.salesforce.com/answers?id=9064S000000DR4mQAG).
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
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