---
schema_version: "1"
id: 7ccc775f77f92ac6328ee5d94affbcc488e22e19c4e970740f58e562924717e0
title: Set Up Account Hierarchy in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_hierarchy_setup_lex.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_hierarchy_setup_lex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0ab671b647a5b9b89523ae9df350cf772f6041ec6b99f6f4a04f9d3debe79e67
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25514e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25514e63 ">To view account hierarchies:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25514e63 ">Read on accounts</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25514e63 ">To create account hierarchies:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25514e63 ">Edit on accounts</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25514e63 ">To add, edit or delete hierarchy columns:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25514e63 ">Modify All Data</td>
          </tr>
        </tbody>
      </table>

Account hierarchies display accounts related via the Parent Account field.

1. Give your sales reps access to account hierarchies from account pages. In Setup, in the Salesforce Mobile and Lightning Experience Actions section of your account page layout, add the View Account Hierarchy action.
    
    The Actions menu includes the View Account Hierarchy action unless you customized the account page layout before Spring ’17.
    
    ![The View Account Hierarchy action on a record detail page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/account_hierarchy_action.png)
    
    Sales reps can expand or collapse parts of a hierarchy as they navigate it. They can view up to 2,000 accounts from each point where they enter a hierarchy. To view accounts in a different part of the hierarchy, a sales rep can enter the hierarchy from a different account.
    
    ![An account hierarchy](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/account_hierarchy.png)
    
    Hovering over an account name shows more details.
    
    ![Details shown when you hover over an account name](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/account_hierarchy_card.png)
2. You can edit the hierarchy columns to show the information that’s most useful to your sales reps.
    
    1. From Setup, at the top of the page, select **Object Manager**.
    2. In Account, click **Hierarchy Columns** and then edit the columns.
        
        You can include up to 15 columns.
    
    By default, account hierarchies display the same columns as the Recently Viewed Accounts standard list view. However, the list view columns don’t change when you customize the hierarchy columns.
    
    ![Using the Object Manager to edit account hierarchy columns](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/account_hierarchy_columns.png)
    
    ![Choosing the columns to display in account hierarchies](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/account_hierarchy_columns_select.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

Note After you customize hierarchy columns, the item Org\_Account\_Hierarchy is added to the Accounts list view menu. Deleting this item resets the columns to the defaults.

#### See Also

- [Considerations for Using Account Hierarchy](https://help.salesforce.com/s/articleView?id=sales.account_parent.htm&release=264.0.0&type=5 "All hierarchies display accounts related via the Parent Account field. Keep these considerations in mind when you create account hierarchies.")