Question:
How to setup a mini-brick to roll up into a single parent brick for CRM Vinsights?
Answer:
Set up the Brick_Hierarchy_vod_c. Each mini-brick can roll up into a single parent brick. Also, Bricks at the top level of the hierarchy are assigned to a territory. The Brick Name holds the top level brick name and the Parent Brick contains the Territory Name.
The user cannot set the Parent Brick Name as the name of multiple territories.
Example:
ID |
Name |
Parent_Brick_vod__C |
xxxxxxxxxxxxxxxxx1 | A0A | ;W899;E819;W186; |
Vinsights expect the setup as:
ID |
Name |
Parent_Brick_vod__C |
xxxxxxxxxxxxxxxxx1 | A0A | W899 |
xxxxxxxxxxxxxxxxx1 | A0A | E819 |
xxxxxxxxxxxxxxxxx1 | A0A | W186 |
Related Documentation:
CRM Help Documentation: Brick-based Alignments