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Account rollup additional fields not displaying in Hierarchy panel in Redwood Sales — Cloud Customer Connect
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Account rollup additional fields not displaying in Hierarchy panel in Redwood Sales

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Summary:

Hi all,

We currently started implementing Redwood Sales and account and opportunity rollup fields are of major interest for business.

I wanted to display in the Account Hierarchy panel, 2 rollup fields: Number of open activities and number of open opportunities (as shown in the screenshot attached). They are standard rollup fields, nothing custom created. I followed the instructions in the latest documentation, 23D_extending-digital-sales-next-gen-sales, and displayed these 2 fields alongside the Total number of accounts which was already there in the hierarchy panel.

The problem is that when I preview the page not only are they not displayed, but the whole information that was there OOTB (Total Number of accounts and the number) disappears (see attached screenshot). Is this a known issue or is there any fix?

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