Configure summary rollup metrics so that users can view aggregate values directly on hierarchy nodes. Business users can visualize an account's influence network, including direct and indirect contacts, and explore enhanced graph and grid views. Troubleshoot validation errors faster with detailed record-level logging.
- Show Summary Rollup Metrics in Flexible Hierarchies for Executive-Level Insights
Help business leaders make faster, data-backed decisions during live business reviews by providing visibility into aggregate metrics directly on hierarchy nodes. Users can compare metric values across hierarchy nodes, from individual accounts to child rollups and total aggregates, to uncover performance trends and drive accountability across teams. - Visualize the Full Account Network with Direct and Indirect Contacts
Show all direct and indirect contacts of an account node directly from the hierarchy page to help your sales and service teams identify who influences each account. This centralized view helps teams understand relationship dynamics without navigating multiple records. Direct contacts have a primary relationship with an account, while indirect contacts are primarily associated with other accounts but can still influence this relationship. - Troubleshoot Hierarchy Validations with Record-Level Insights
Identify and resolve hierarchy validation errors directly from record-level logs that show which hierarchies were processed and why they failed, reducing time spent searching system logs. Export these errors to a CSV file for an efficient audit process. A detailed report of flexible hierarchy validation job run and validation job run item records helps teams manage system resources and schedule heavy jobs. - Explore Hierarchies with Enhanced Graph and Grid Views
Users can expand a hierarchy to full screen in both graph and grid views for a broader perspective of their data. The grid view includes the search functionality with scrollable results and node highlighting, so users can find specific records within complex structures faster. When users select a node in the grid view, the node details page opens while keeping the hierarchy context visible so that they can avoid switching between the view and browser tab. For clearer data visibility, warning icons identify deleted nodes and records that the user doesn’t have permission to access. - Search All Node Types at Once in Flexible Hierarchies
Record name searches span all configured entity types in a hierarchy simultaneously. When your hierarchy managers or end users select a result, the entity type filter stays set to All so they can continue navigating without resetting the search. Previously, finding records across entity types required switching the entity type selector between searches. - Changed Connect REST API Response Bodies
Use the new property in Financial Services to track the status of an asynchronous bulk hierarchy validation request.