Parent / Child lead management

Does anyone have experience using parent/child relationships with leads in SalesForce? I am currently looking into setting this up for our organization to answer the need for multiple business units to be able to work/manage their leads while maintaining a unified view of all the interactions with the lead.

Shane, not sure if you've solved this yet, but I see this use case quite often. The most scalable solution, while not the simplest, is to leverage apex triggers in SFDC to control the creation of children leads based on whatever your child-lead-creation criteria are. Visualforce can be used to then display and share activity across all related ( connected ) Leads as a related list, and child Leads can be worked independently by sales reps.
Here's the general scenario:
1. Prospect A submits a form indicating interest in product A.
2. Eloqua creates a PARENT LEAD in SFDC because this person does not already exist. The Lead ID is stored in the Eloqua contact field called Parent Lead ID.
3. Your Apex Trigger creates a CHILD LEAD, associated to the Parent Lead via Reference, based on product A.
4. Prospect A submits a form next week indicating interest in B
5. Eloqua updates the PARENT LEAD with product B (almost like it would with Lead Source - Most Recent).
6. The trigger evaluates that a CHILD LEAD does not exist with product B and creates one, associated to the Parent Lead via Reference, based on product B.
Your PARENT LEAD now has two children, one for product A and one for product B, which can be worked independently by sales reps, with the PARENT always remaining in place.
There's additional logic that needs to be incorporated into the trigger so that updates to the parent can be propagated to the correct child, as well as the need for a custom object in Eloqua to maintain the relationship between the Parent Lead and its Children.
Tom

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Credit Management Parent - Child level

Hi,
My client has two company codes A and B which share customers. I have following customer hierarchy :
Parent - 1 - Limit - 10000
Child Payer - 2 - Limit 6000
Child Payer - 3 - Limit 4000
We want to control the credit limit at each Payer level but want to see consolidated exposure and receivables at Parent level also.
Thanks,

Hi
you can check for the consolidated value in TCode FD32 when you create a hierarchy it will be created like a single customer you can give the number along with the credit control area to get the consolidated parent level credit management.
regards
Vignesh

Showing aggregated data at Manager's geography level in a parent child dimension

I have DimEmployee dimension which has parent child relationship (between ManagerID & EmployeeID)
EmployeeID
ManagerID
GeographyID
Othe columns
1
1
G1
2
1
G2
3
2
G3
4
4
G4
5
4
G5
This dimension has been connected to FactSales using “EmployeeID”.
EmployeeID
Sales
1
100
2
150
3
80
4
50
5
60
There is one more dimension called DimGeography which has reference relationship with “FactSales” through “GeographyID” column of DimEmployee
GeographyID
GeoName
G1
Abc
G2
Xyz
Now I have to rollup all subordinates data and show it under Manger’s geography as shown below
ABC (G1)                              330 (100+150+80)
Xyz (G2)                               110 (50+60)
I am able to show data at MangerID level data but unable to do so at Manager’s Geography level.
How do I solve this problem using MDX?

I have DimEmployee dimension which has parent child relationship (between ManagerID & EmployeeID)
EmployeeID
ManagerID
GeographyID
Othe columns
1
1
G1
2
1
G2
3
2
G3
4
4
G4
5
4
G5
This dimension has been connected to FactSales using “EmployeeID”.
EmployeeID
Sales
1
100
2
150
3
80
4
50
5
60
There is one more dimension called DimGeography which has reference relationship with “FactSales” through “GeographyID” column of DimEmployee
GeographyID
GeoName
G1
Abc
G2
Xyz
Now I have to rollup all subordinates data and show it under Manger’s geography as shown below
ABC (G1)                              330 (100+150+80)
Xyz (G2)                               110 (50+60)
I am able to show data at MangerID level data but unable to do so at Manager’s Geography level.
How do I solve this problem using MDX?
Any Help??? Ideally we have to make other attributes (in this case Geography) recursive along with attributes involved in Parent Child hierarchy

Import Manager - Import Parent Child Relationships

I have a parent child relationship set up in console.
Kits / Parts.
Has Required = No
Has Quantity = No
I am trying to import the data for the relationship links using Import Manager.
The source is a Excel file.
Item Number <Kits>       Item Number<Parts>
ACC-123                               ACC-1234
ACC-123                               ACC-555
I mapped the Item Number Kits and Item Number Parts.
When I import, I am getting the following error
<b>Import failed. Failed to find the aggregation record from its field values.
Source record no: 1</b>
I am able to import the same record using Data Manager if the file format is Text.
Any help is appreciated.
Helpful answers will be duly rewarded

The key field that you use to load the relationship must be defined as:
Unique................Yes
Display...............Yes
Multilingual..........No
My problem was that I had defined Model Number as multiligual. When I changed this setting and loaded with Update Indices the load worked.
I have not found anywhere in the literature that talks about this restriction. You can create the relationship in the Console. You can load this type of relationship in Data Manager. You can not however load them in Import Manager.

Service Manager Incidents - Automatically Linked Parent Child

Hi Team
i'm looking for a solution using Orchestrator or using Powershell to be able to validate Incident Title, Search for any existing duplicates and then link them together in a Parent, Child relationship.
once it's Parent/Child engineers can solve parent issue which will auto-close all child incidents.

Hi WS12R2,
Are you looking for such workflow to detect the same incident Title?
Ex:
IR1: can't open Internet
IR2: can't open internet
Regards
Antoine AL Ibry

Parent Child Hierarchy Issue in OBIEE 11g

Hi All,
I am in OBIEE 11G v6. I have a sales fact table where the grain is one sale. So I have one row for every sale done.
Now I have a ragged employee hierarchy like this with David at the root node.
David >>Richard>>Sean
David >>James
Also, I have a role dimension which gives me what role each employee has performed on a sale. Only one employee can be associated with one sale. This is the way Roles have been asssigned
David = Manager
Richard = Off1
Sean = Off2
James = Off2
Both Sean and James can have same Roles. Now I have created a parent child hierarchy for my employee dimension and the closure table. Defined the member key, ancestor key relationship in the parent child setting etc.
Now in the report when I pull the parent child hierarchy and the sales_amount in the report, it comes out perfect with all the ragged hierarchy resolved. But the issue comes when I try to limit the report on Role = Off2. It gives me an error saying " The layout of this view combined with the data, selection , drills resulted in no data. Undo drill and view prompt values". Basically what i want is to be able to select any role type and then my hierarchy should be adjusted to show me that data. Like when I select Off2, I want to see David at the Top level and Sean and James under him because they are both Off 2 and David is their manager.
Is that possbile? Also, am I getting this error because when I select Off2 though it gets Sean and James but since David is not Off2, I don't get the data?
I hope I was able to explain the issue, any help on this would be greatly appreciated.
Thanks
Ronny

So basically this means that if I build a parent child hierarchy on table A having the stucture like
--David (Manager)
-----James (Off1)
--------Bill (Off2)
and in my sales fact table for let's say today, I have only rows for Bill (Off2) because he is the only officer who did the sales today. Now when I will join my fact table to parent child hierarchy table A I will NOT get any data ? because there is no James who is the parent of Bill. So obiee need to have parent pulled off in the data (ANCESTOR) to be able to roll up the child.(IS_LEAF = 1)
I testes this and if my data only contains only rows for Bill (or I limit on ROLE = Off2) then it won't show the hierarchy. The query which OBIEE fires is to look for either ANCESTOR_KEY = NULL OR (DISTANCE = 1 AND ANCESTOR KEY IN (Bill). Therefore it doesn't I am wondering then what is the use of builiding the parent child hierarchy when we need to pull in all the ancestors (like in this case James for bill and David for james) because in real scenarios there can be cases wherein we would want to filter the data based on other dimensions to which the parent child hierarchy joins ?

How to update a parent child hierarchy in OBIEE

Hello All
Quick question about updating parent child hierarchy in OBIEE.
As we know, OBIEE 11G allows us to create value based hierarchy by generating table creation script and insert script. In the typical example of employee dimension, the parent child relationship table will be created with the following 4 attributes:
MEMBER_KEY, ANCESTOR_KEY, DISTANCE, IS_LEAF
So, what if later in the years some of the employees got promoted, retired or transferred? The value based hierarchy is going to change because person 1 reports to manager 2 now instead of 1. Obviously, the records in employee dimension is going to be updated. When that happens, how to update the parent child relation table with the same information? Do we have to rerun the insert script? How do we keep the history of employee changes and hierarchy changes?
Please advice
Thank you

I guess it will update when the structure changes,Let see the response from other gurus.
Thanks,

Inspection for Parent Child Relation

Hi
We are producing Mat.A from Mat .B and you want to copy the results from Mat.B .
Both materials are batch managed.
The requirement is - At the inspection for Material A , want to use batch derivation to copy results of Mat B (Parent Child Process)
Please Guide ..
Please schare Doc if available ..
Mayank MEHROTRA
Or in other words..
Whether its possible to transfer the characteristics values of the batch from parent materia (MOM Materials)l to Child Materials
Edited by: Mayank MEHROTRA on Jul 30, 2010 2:19 PM

Hi Mayank,
We had the same issue in one project. What we did, we develped a z- transaction and program for that.
We had child batches, for eg, 1234561,1234562,1234563,1234564. here the mother batch is 123456. so we recorded value for this mother batch in MSC1N. In developed z transaction, we had a field called "mother batch" and next two fields as "from child batch" and "to child batch". So make entry in these fields and execute. Data will be populated automatically.
Sit with a good ABAPer, he will be able to develop the same.

Parent child relation using query

Hi,
If i pass one parameter as a parent.It will
retrieve all the child and subchild...
but it will be retrieved by one single query.
Is it possible?If possible pls give me an idea.
I got the inner most child using stored procedure and recursive fn.
But I couldnt get the child and subchild using
single query....
pls give an idea
below i gave table for example
Sno     Parent     Child
1     MD     GM
2     GM     Material manager
3     GM     Production manager
4     Production manager     Material staff
5     Material staff     production staff
6     production staff     Material student
7     Material student     production student
if i pass GM as a parent. it will retrieve
material manager and production manager...but it will be worked in single query
Thanks

Hi,
SELECT * FROM t11
START WITH parent='GM'
CONNECT BY PRIOR child=parent
Out put :-
2 GM Material manager
3 GM Production manager
4 Production manager Material staff
5 Material staff production staff
6 production staff Material student
7 Material student production student
Pavan Kumar N

Parent Child Hierarchy for Type 2

I have read the articles on Parent Child hierarchy setup in OBIEE 11g, however, most are based on what seems to be a current snapshot of the Employee-Manager relationship. Has anyone tried to build out a Parent-Child hierarchy/table off a Type 2 dimension. Being able to navigate what the hierarchy may have been on a specific date.
I would welcome any feedback, thanks.

Hi,
Thanks for the reply, I'm actually using snapshots. But even with the Type 2 Dim I don't think it will work.
When OBIEE generates the very first sql against the Parent-Child table the fact table is not included in the query. It seems to create 2 queries - one to find the top level parent (ancestor key is null) and then one to find all the leaf nodes.
It does not have any join to the fact table when it does this. So if you have multiple rows in the table (with date stamps) for a single row (person in this case) - it picks up both rows. Therefore, when you have a person who was, say, promoted to manager, and WAS a leaf node, and is now a manager, they show up in the leaf query and don't display in the hierarchy as a manager.
Once it has the leaf nodes and it joins to the fact table everything works (ie the surrogate key join).
I'm trying to figure out if there is any way to influence those initial queries against the parent-child table.
Hopefully that made sense.
Thanks,
Tori

Parent-child hierarcy - row level security

Hi,
Im using OBI 11.1.1.5 and have a problem about row-level security in parent-child dimension.
I have created a parent-child dimension, simlar to:
a1
--a1.1
----a1.1.1
----a1.1.2
--a1.2
----a1.2.1
By using a session variable 'SESVAR1', I want to restrict the visible hierarcy. For instance user 'a1.1' should only see:
a1.1
--a1.1.1
--a1.1.2
To do this I created a parent-child closure table with the whole dataset. Then I created a physical table using select statement with my session variable in repository. Whenever I viewed data in repository, it showed the correct set.
I created a parent-child dimension, using the original parent-child closure table. But since current distance values are different from the original hierarcy, I can not managed to build a security such a security system with this method.
How can I build a security system, that a member can only see its child hierarchy only?
Thanks for answers and links...
Edited by: user4516917 on 16.Nis.2012 06:54
Edited by: user4516917 on 16.Nis.2012 06:55

According to searches I made in support.oracle and google, it seems that it is not possible to view just a branch of a parent-child tree. Because the closure table is static. Therefore, you can not change the distances of objects dynamically.
This parent-child ability is very frustrating for me. As I understand, parent-child dimension ability can only be used in read-only sources. Any filtering or dynamic changes does not seem possible in this structure. Any changes on parent-child table requires parent-child relation table to be rebuilt.
I couldnt find any functionality of indexcol or choose functions in parent-child dimensions. I think they can only be used in level based dimensions.
Any comments appriciated..

Load Parent-Child dimension with attributes by rule file

Well, I've cracked my head open while banging against this wall.
Task is plain & simple:
How can I load build dimension from such table, using rule file?
Data
ProductParent ProductChild ProductAttribute
Balls Ball_8 Round
I want to load both product dimension and attribute by single rule file (neither of these dimensions exists in database before load), so I do the following:
1) Set dimension build settings, creating dimension Products (marking it P\C generated, sparse), having an attribute dimension AttributeDim
2) Mark the fields as Parent, Child and AttributeDim of dimension Products
After loading rule file a get three types of errors:
a) "Base member (Balls) association level does not match base dimension association level" -- does this mean that I cannot assign attributes in P\C way?
b) "Record #327 - Can not uniquely identify member by Balls (3335)
Balls Ball_8 Round" -- That's strange, I thought member should be identified by Ball_8 (and this column is unique)
c) "\\Record #418 - Error in association transaction [Ball_8] to [Round] (3362)"
I've read all I could find on topic from this forum, network45 board and going to start my way through metalink3, but maybe some kind soul will rescue me from drowning in information ocean?

Hi,
Outline is blank at the start of load and I expect dimensions Product and ProdAttribute to be added.
Generations are unapplicable, since I can't turn this parent-child dimension (it's ragged) into generation one.
And, by the way Integration Services manages to do this somehow, why rule files wouldn't?

Parent/Child requests in error

Hi,
I am actually working on a custom interface where I will have to pause the parent request when the child requests are running.
APPS.FND_SUBMIT.submit_program (
application => r_stage_program.application_short_name
, program     => r_stage_program.concurrent_program_name
, stage => r_stage_program.stage_name
, argument1   => l_arguments(1)
, argument2   => l_arguments(2)
, argument3   => l_arguments(3)
APPS.FND_CONC_GLOBAL.set_req_globals( conc_status => 'PAUSED'
, request_data => l_user_request_set_name );
When I am using these codes in the custom package, it says No Active Manager and the parent request is terminating in Error.
Questions:
Is there a child concurrent manager that should be activated to avoid the “No Manager” warning?
Is there another example where the PAUSED request is used ?
I got the example below from Oracle. The problem is that it is terminating in “Error” for the parent request and it is indicating “Inactive” / “No Manager” for the child requests.
* This is sample PL/SQL concurrent program submits 10
* sub-requests. The sub-requests are submitted one at a
* time. Each time a sub-request is submitted, the parent
* exits to the Running/Paused state, so that it does not
* consume any resources while waiting for the child
* request, to complete. When the child completes the
* parent is restarted.
create or replace procedure parent (errbuf out varchar2,
retcode   out number) is
   i number;
   req_data varchar2(10);
   r number;
begin
   -- Read the value from REQUEST_DATA. If this is the
   -- first run of the program, then this value will be
   -- null.
   -- Otherwise, this will be the value that we passed to
   -- SET_REQ_GLOBALS on the previous run.
   req_data := fnd_conc_global.request_data;
   -- If this is the first run, we'll set i = 1.
   -- Otherwise, we'll set i = request_data + 1, and we'll
   -- exit if we're done.
   if (req_data is not null) then
i := to_number(req_data);
i := i + 1;
if (i < 11 ) then
errbuf := 'Done!';
retcode := 0 ;
return;
end if;
   else
i := 1;
   end if;
   -- Submit the child request. The sub_request parameter
   -- must be set to 'Y'.
   r := fnd_request.submit_request('FND', 'CHILD',
'Child ' || to_char(i), NULL,
TRUE, fnd_conc_global.printer);
   if r = 0 then
     -- If request submission failed, exit with error.
     errbuf := fnd_message.get;
     retcode := 2;
   else
     -- Here we set the globals to put the program into the
     -- PAUSED status on exit, and to save the state in
     -- request_data.
    fnd_conc_global.set_req_globals(conc_status => 'PAUSED',
request_data => to_char(i));
    errbuf := 'Sub-Request submitted!';
    retcode := 0 ;
   end if;
   return;
end;
Can anyone help please if they have encountered this kind of problem?
Thank you in advance.
Regards,
Yuvraj

Hi Asif,
I can submit other programs successfully.
Please find the SQL extraction below:
Conflict Resolution Manager
1
1
Internal Manager
1
1
Scheduler/Prereleaser Manager
1
1
Standard Manager
8
8
PO Document Approval Manager
2
2
Receiving Transaction Manager
1
1
PA Streamline Manager
1
1
Inventory Manager
1
1
INV Remote Procedure Manager
1
1
Workflow Agent Listener Service
1
1
Workflow Mailer Service
1
1
Transportation Manager
0
0
WMS Task Archiving Manager
0
0
C AQCART Service
0
0
Session History Cleanup
1
1
UWQ Worklist Items Release for Crashed session
1
1
SFM Controller Service
0
0
SFM Order Queue Service
0
0
SFM Work Item Queue Service
0
0
SFM Fulfillment Actions Queue Service
0
0
SFM Fulfillment Element Ready Queue Service
0
0
SFM Event Manager Queue Service
0
0
SFM Inbound Messages Queue Service
0
0
SFM Timer Queue Service
0
0
SFM Application Monitoring Service
0
0
SFM SM Interface Test Service
0
0
OAM Metrics Collection Manager
1
1
Workflow Document Web Services Service
1
1
Marketing Data Mining Manager
0
0
Output Post Processor
1
1
FastFormula Transaction Manager
0
0
Regards,
Yuvraj

Parent Child Hierarchy in OBIEE 11G

Hi All,
I am working on the parent child hierarchy in OBIEE 11g Source ESSBASE ..followed some of the blogs.
http://www.rittmanmead.com/2010/07/obiee-11gr1-enhancements-to-essbase-support/
I followed the following steps.
1.Imported the Cubes from ESSBASE.
2.Selected Accounts Hirearchy and changed the Hierarchy type to Value.
3.Dragged the subject area to BMM and to Presentation.
4.Now when i checked the Account Hierarchy from in the dashboard its not drilling down.
If i change the Hierarchy type to Unbalanced ...then the Account hiearchy is working fine.
Is there is any settings or process i have to follow..inorder to implement the Value based Hierarchy in OBIEE 11G source ESSBASE.
Thanks

So basically this means that if I build a parent child hierarchy on table A having the stucture like
--David (Manager)
-----James (Off1)
--------Bill (Off2)
and in my sales fact table for let's say today, I have only rows for Bill (Off2) because he is the only officer who did the sales today. Now when I will join my fact table to parent child hierarchy table A I will NOT get any data ? because there is no James who is the parent of Bill. So obiee need to have parent pulled off in the data (ANCESTOR) to be able to roll up the child.(IS_LEAF = 1)
I testes this and if my data only contains only rows for Bill (or I limit on ROLE = Off2) then it won't show the hierarchy. The query which OBIEE fires is to look for either ANCESTOR_KEY = NULL OR (DISTANCE = 1 AND ANCESTOR KEY IN (Bill). Therefore it doesn't I am wondering then what is the use of builiding the parent child hierarchy when we need to pull in all the ancestors (like in this case James for bill and David for james) because in real scenarios there can be cases wherein we would want to filter the data based on other dimensions to which the parent child hierarchy joins ?

Parent child Hierarchy in OBIEE 10G

Hi,
I want to implement the parent child hierarchy in OBIEE 10g where I need to show people working under manager directly and indirectly.
Please let me know as users doesn't want to drill the report but by selecting the option from the drop down Direct/Indirect they should see the results.
Thanks

I guess it will update when the structure changes,Let see the response from other gurus.
Thanks,

Parent / Child lead management

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