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Why do we need Account Hierarchy in Salesforce?
Why do we need Account Hierarchy in Salesforce?
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3 Replies
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Hi Anurag,
Account hierarchy allow you to create a self parent/child relationship between account records. On an account you can define a parent account, which will display just like any other child record on a related list if you have it on the parent account page.
This can be used to model departmental or divisional accounts. Where Company A is the parent account and Department A, Department B and Department C are related to the parent company, and the same with divisions, subsidiaries or any other segmentation you might find in business.
It really becomes useful in B2B companies that deal with very large organizations, that deal with smaller segmentations within that larger company and want to track deals/contacts/opportunities etc. within those smaller segmentations as well as the whole company.
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Hi Anurag,
Account hierarchies display accounts related via the Parent Account field. To maintain a complete account hierarchy, enter an account in the Parent Account field for every account except the one at the top of the hierarchy.
From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.
Select Show View Hierarchy link on account pages in Salesforce Classic.Whenever an account is related to another account via the Parent Account field, the account detail page includes a View Hierarchy link.Thanks.
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Hi,
The account hierarchy shows you the accounts that are associated through the Parent Account field, giving you a global view of a company and its subsidiaries. In the hierarchy, accounts are indented to show that they are subsidiaries of the parent account above them.
To view the account hierarchy, click View Hierarchy next to the account name on the account detail page. The Account Hierarchy page displays up to 500 child accounts. If you don’t have access to certain accounts that appear on the Account Hierarchy page, the columns for those accounts won’t display details
To list an account as a subsidiary, edit the subsidiary account and type the name of an existing account in the Parent Account field. Alternatively, you can click the lookup icon to search for (or optionally, create) a parent account.
The parent account must be an existing account before it can be entered and saved in this field.
For companies with multiple office locations, you can also use the Account Site field to distinguish among the locations.
If your organization uses divisions, accounts that are associated via the Parent Account field do not need to be in the same division.
The Parent Account field and the View Hierarchy link are not supported for person accounts.
Hope this helps.
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