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.
Where: This change applies to Lightning Experience in Unlimited and Agentforce editions with Agentforce Financial Services.
How: From Setup, find and select Flexible Hierarchy Setup, and create a hierarchy type. Define the nodes and relationships, and then configure the details from the Hierarchy Rules tab. From the App Launcher, find and select Flexible Hierarchies, click New, select the option to create hierarchies with rules, and select the eligible root records. Salesforce notifies you when hierarchy creation and validation are complete.