How To Get Accounts That Is Owned To His Territories Or To His Subordinates? (Doc ID 2450778.1)

Last updated on DECEMBER 22, 2020

Applies to:

Goal

How To Get Accounts That Is Owned To His Territories Or To His Subordinates?

Customer has the following territory hierarchy:
- Germany (where there is manager Geiser as Terr Owner and sales rep Lisa as Terr Team Member)
    - DE Delter (Sales Rep as Terr Owner)
    - DE Marco (Sales Rep as Terr Owner)
    - DE Bergman (Sales Rep as Terr Owner)

Lisa is a Team Member in Germany.
DE Delter, DE Marco, DE Bergman are child territory from Germany but she is not a member from those territories. How to retrieve all accounts based on Germany and child territories when Lisa is logged in?
 

Solution

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