Create consistent flexible hierarchies by defining rules that automatically select and organize matching records, or describe the hierarchy nodes you need in a supported AI coding environment. A headless workflow generates the hierarchy type configuration, including node definitions and relationships.
- Create Flexible Hierarchies with Rules
Reduce manual setup and create consistent flexible hierarchies by defining rules that automatically select and organize matching records. Configure node relationships, filters, and filter logic once, and use the configuration to create hierarchies for multiple eligible root records. Review the generated records in graph or grid view to understand complex business relationships and make informed decisions. - Keep Flexible Hierarchies in Sync Automatically
Automate the maintenance of rule-based flexible hierarchies by using scheduled flows. Because underlying business data changes frequently, rule-based hierarchies can fall out of sync with their defined rules. Instead of manually auditing and updating hierarchies, schedule the prebuilt flows to proactively identify out-of-sync hierarchies and re-run their rules to bring them back into alignment. - Set Up Flexible Hierarchies with a Coding Agent
In a supported AI coding environment, describe the hierarchy nodes you need. A headless workflow then generates the hierarchy type configuration, including node definitions and relationships. Previously, you configured each definition and relationship individually in Setup. Use this workflow to set up hierarchy types for advisory teams, branches, or business units faster.