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subaasubaa 

How to hide the lowest level of records from an Account's View Hierarchy?

Hi,

 

We got a requirement to hide the lowest level of records from an Account's View Hierarchy.

 

Let us consider an Account with 3 levels - Group, Division, and Location. Among them, the last level Location records should not be displayed in the view hierarchy page. However I need to perform the following activities.

 

Location records should not be displayed in detail page.

Location records can be created/updated/deleted using Data Loader only.

A roll-up summary field in Division record level will get updated based upon other field value in its child level record(s) i.e, respective Location level reocrds.

 

Group

     Division

          Location -----> this level of record need to be hidden from view hierarchy and should not have detail page

 

Hope you understand the requirement.

 

Regards,

SuBaa