What do I do if I can't see the account hierarchy in the Redwood user experience?
You must run the Refresh Denormalized Data for Account Hierarchy process to see the hierarchy.
Here's how to run the process:
- From the Navigator open the Schedule Processes work area ( ).
- Click Schedule New Process.
- In the Schedule New Process window, click the Search Name (the down arrow button).
- Scroll down to the end of the list and click Search.
- In the Name field, enter: Refresh Denormalized Data for Account Hierarchy.
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Click Search.
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Select the row with the search result.
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Click OK two times.
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In the Process Details dialog box. Click the Advanced button.
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Under Advanced Options, Parameters tab, set Full Refresh to Yes.
- Go to Schedule tab and select the Using a schedule option
- Select a frequency for the refresh. For example, if the hierarchy is changed often, select Daily, Weekly, or Monthly.
- Click Submit.