---
schema_version: "1"
id: ae59bf809d655d693ffdeb9313e06046dd15313c6825049f6db28c74a4fe4616
title: Create Flexible Hierarchies with Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_fsc_flexible_hierarchies_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_flexible_hierarchies_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 13dbd005e29a9b72334c96c7ebdb037507dc94ea45a8cb1380899284756192d0
description: 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.
products:
  - Cross Cloud
release: "264"
---
# 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.

**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.

#### See Also

- [_Salesforce Help_: Turn On Rule-Based Hierarchies](https://help.salesforce.com/s/articleView?id=ind.fsc_flexible_hierarchies_turn_on_rule_based_hierarchies.htm&language=en_US)