There is always one step further using other Salesforce functionalities, such as Dynamic Actions, to granularly control the action’s visibility on the Record Page.įor example, both Sales and Support teams use the Account object, but the Support team does not need access to the Account Hierarchy. Note: When viewing the hierarchy, users will only see the Accounts they have at least view access to, through permissions, sharing rules, or other means. Either the Account Hierarchy action or the button added to the Account layout is assigned to users who need to view the hierarchy.

Write on the Parent Account standard field: Required permissions for users to be able to update the hierarchy.

Read on the Parent Account standard field: This will be the one field that dictates the hierarchy, established at each Account’s level.

Read on the Account object: This can be granted either through the profile or permission set.

The basic access and settings required for users to successfully start using the Account Hierarchy are as straightforward as it gets: We all know this about companies such as Disney, Accenture, and even Salesforce – the easiest way to translate these structures into your CRM is by making use of a Parent/Child relationship between Accounts. There are many companies, especially big conglomerates, which have numerous legal entities, each with its own subsidiaries. Note: Account Hierarchies are not available when using Person Accounts.

Why Use an Account Hierarchy in Salesforce?Īn Account Hierarchy is one of the easiest ways to make sure Business Accounts in Salesforce are organized in a clear way, and provide access to records for users. Image: How to access the Account Hierarchy in Salesforce Lightning vs. Note: This guide will explore Salesforce Account Hierarchies in Lightning Experience, but this is available in Salesforce Classic in case your org has not migrated to Lightning. Accounts can be organized in a layered way as they are grouped based on criteria (e.g. The Salesforce Account Hierarchy feature shows how Account records relate to one another, to represent parent companies and their subsidiaries (each represented by an Account).

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