Export Capability For Account Hierarchy Summary Information

A new hierarchy summary table is now available for export through the existing export features and interfaces. This table contains denormalized information about the Sales Account hierarchy, which should be refreshed regularly by customers. The summary table includes metadata such as counts of nodes both up and down the hierarchy tree.

Exporting the account hierarchy summary assists customers in using account data across different applications and systems. For example, when Sales Accounts are migrated or synchronized with another application, the summary data makes it possible to quickly access and present metrics and fields that describe the structure of the tree and each subtree.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To ensure that account data and hierarchy summary data are consistent and aligned, it is recommended that customers run the hierarchy summary table refresh process at or near the time that the respective Sales Accounts are exported.

Key Resources

The Hierarchy Summary REST API provides useful information about the summary information collected in the table (https://docs.oracle.com/en/cloud/saas/sales/faaps/op-accounts-partynumber-child-accounthierarchysummary-partyid-get.html). All fields can be configured for export.