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Suggested answer

Remove Hierarchy

Posted on by 45

We are running into issues with merging records due to hierarchy.  I realize we can remove the link to the Parent Account, and allow the merge.

However, we do not use the Hierarchy.....is there a way to remove the Heirarchey completely form the Account entity after the fact...without any data issues or repercussions ?

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  • Ray Profile Picture
    Ray 1,432 on at
    RE: Remove Hierarchy

    But if error is caused by Hierarchy security, then you can disable it with steps in this link.

  • Ray Profile Picture
    Ray 1,432 on at
    RE: Remove Hierarchy

    Since Account is an OOTB entity and the relationship account_parent_account also managed, so I think you can not disable Hierarchical function in Account.

    pastedimage1664163116549v1.png

    You may read more about Hierarchical in this link.

    Also I tried to delete the  Hierarchical setting and some error popups when user try to view hierarchical data:

    pastedimage1664163272921v2.png

    pastedimage1664163303254v3.png

  • Suggested answer
    Kipetcoff Profile Picture
    Kipetcoff 1,000 on at
    RE: Remove Hierarchy

    Hello,

    What error occurs?

    Did you try to uncheck this option?

    2022_2D00_09_2D00_23_5F00_23_2D00_55_2D00_13.png

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