Hi! I am interested in feedback on how to achieve this use-case.
People (Clients, with relationship fields like “Executive” or “Administrator”)
Subsidiaries are linked to Parent Accounts.
People are currently linked to Subsidiaries. For People records, a Lookup field automatically populates the Parent Account based on link between Parent Account and Subsidiary.
Goal: I would like to be able to see a list of all my “Executive” People that roll up to a Parent Account.
(I could manually link People to Parent Accounts, but it seems redundant since we already have them linked to the Subsidiary).
Thank you in advance for your feedback!