Search Using Hierarchy Rollups

You can search for accounts using any of the information that’s rolled up in their hierarchies.

For example, you can search for all accounts in account hierarchies where the total number of open leads in their hierarchy is 1,000 or more.

Let’s assume that the hierarchy of account A contains 4 subsidiaries. The number of open leads of Account A and each account is the sum of the open leads of its subsidiaries plus its own open leads.

	Number of Open Leads from the Hierarchy	Parent
Account A	1,400 (total from Subsidiary 1 and 2)	Top of the hierarchy
Subsidiary 1	1,001 (total from Subsidiary 3 and 4)	Account A
Subsidiary 2	399	Account A
Subsidiary 3	1,000	Subsidiary 1
Subsidiary 4	1	Subsidiary 1

If you search for accounts with open leads of more than 1,000, your search returns these accounts:

• Account A
• Subsidiary 1
• Subsidiary 3

Here’s a graphic showing the hierarchy of an account. The accounts that show up in search are indicated in orange boxes:

Here’s how you search based on the hierarchy data:

1. In the Accounts landing page search field, type Account Rollup.

   You get a list of hierarchy rollup attributes. Hierarchy rollup attributes are all prefixed with the word, Hierarchy.

2. Select a rollup. For example, select Hierarchy Number of Open Leads.
3. Select an operator, such as Greater Than or Equal to.

   The operators vary based on the rollup you select.

4. Enter a value. For example, 1000.

   You get the list of accounts that match the criteria. Click an account name to go to its foldout view.

Note: You can also use account rollups that don’t include hierarchy calculations, to search for accounts. The rollups appear in the format: Account Rollups: <rollup attribute name>, such as Account Rollups: Total Number of Employees.