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Keith Lee 15Keith Lee 15 

Show related list of child accounts on parent account

Whats the best solution for displaying a related list of child accounts on a parent account?  I'm not talking about Account Hierarchy.  I'm talking about truly a related list.
VinayVinay (Salesforce Developers) 
Hi Keith,

This might not be possible.

Kindly review and vote on the below idea link.

https://success.salesforce.com/ideaview?id=08730000000BpqXAAS

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,
Vinay Kumar
Miguel Diaz 7Miguel Diaz 7

A simple workaround is as follows:

  • Create a custom field called "Parent Account (Custom)" or something like that
  • When creating the field, you can call your related list "Child Accounts" or similar
  • Create a simple record triggered flow to update this field any time the parent account of an account is updated
  • Add the Child Accounts related list for the new custom field to your account record page

Some considerations with this:

  • This will work for any future updates, but obviously you'd have to retroactively update your existing records 
  • You'd want to make sure this field isnt editable by anyone manually, otherwise it might throw off the perfect match between the parent account and the value of the new custom field
  • Realted to point above, in fact it would be best to never even display this field to anyone (though they do need read only access to see related list)
  • It does create additional work to set up, but it is fairly simple, and the automation should be fairly straighforward and reliable