is there a way to get the parent account in an account search? seems like a straightforward thing
a
Angela
10/29/2024, 5:34 AM
I don't think the parent is searchable but you could use a formula to extract it from the account name. E.g.
CASE WHEN {name} LIKE '%:%' THEN
RTRIM(REGEXP_SUBSTR({name},'[^:]+')) END