Set Up Account Hierarchy #inSalesforce

Set Up Account Hierarchy #inSalesforce

This is to show the relationships between parent accounts and their subsidiaries to sales reps. You can also also customize this as per need. This display accounts related via the Parent Account field.

Steps to view:

Setup | Account page layout | Make sure View Account Hierarchy action is added - You can click on this to view the hierarchy

Steps to customize the columns displayed:

Setup | Object Manager | In Account, click Hierarchy Columns and then edit the columns (You can include up to 15 columns).

Visual:

https://www.youtube.com/watch?v=zK6N2-qVzaU

https://www.youtube.com/watch?v=R_tdfoSkMN4

Reference: https://help.salesforce.com/s/articleView?id=sf.account_hierarchy_setup_lex.htm&type=5