Account Hierarchy Tasks

To enable the account hierarchy view in Account 360 of CX for Utilities Sales, you must complete several tasks to enable rollups. Before completing these tasks, you must have a complete understanding of rollups. Details on rollups, and the tasks listed below, can be found in How do I configure and use rollups? document in the Oracle Sales Help Center.

Task	Description
Set up jobs for rollup data	Configure these jobs in the Oracle Digital Sales system to run at your desired interval: Refresh Denormalized Data for Account Hierarchy Rollup Incremental Refresh
Enable and publish metrics	Verify that the following metrics are enabled and published: Metric Source Related Object Total Open Activities Account Activity Total Open Service Requests Account Service Request Total Open Critical Service Requests Account Service Request Total Open Opportunities Account Opportunity Total Potential Revenue from Open Opportunities Account Opportunity Total Open Leads Account Sales Lead Total Potential Revenue from Open Leads Account Sales Lead
Run full refresh	After publishing new metrics, run a full refresh. Going forward, your scheduled jobs will maintain account hierarchy data to incorporate the future changes.