Provide a link to the account hierarchy on account records so sales reps can view relationships between parent accounts and their subsidiaries.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view account hierarchies: | Read on accounts |
| To create account hierarchies: | Edit on accounts |
| To add, edit or delete hierarchy columns: | Modify All Data |
Account hierarchies display accounts related via the Parent Account field. To maintain a complete account hierarchy, enter an account in the Parent Account field for every account except the one at the top of the hierarchy.
- From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.
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Select Show View Hierarchy link on account pages in Salesforce
Classic.
Whenever an account is related to another account via the Parent Account field, the account detail page includes a View Hierarchy link.