Give sales reps a bird’s-eye view of the relationships between parent accounts and their subsidiaries.
- Set Up Account Hierarchy in Salesforce Classic
Provide a link to the account hierarchy on account records so sales reps can view relationships between parent accounts and their subsidiaries. - Set Up Account Hierarchy in Lightning Experience
Show the relationships between parent accounts and their subsidiaries to sales reps using Lightning Experience. You can customize hierarchy columns to show the information that’s most useful to your sales teams.