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Set Up Contact Hierarchy in Lightning Experience

Show the contacts on an account within a hierarchy for sales reps using Lightning Experience. To show the information that’s most useful to your sales teams, customize the hierarchy columns.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view contact hierarchies: Read on contacts
To create contact hierarchies: Edit on contacts
To add, edit or delete hierarchy columns: Modify All Data

Hierarchies show who reports to whom according to the Reports To field. If the Reports To field is empty, the associated hierarchy or org chart shows only one person, regardless of how many contacts are assigned to the account.

  1. Give your sales reps access to contact hierarchies from contact pages. In Setup, in the Salesforce Mobile and Lightning Experience Actions section of your contact page layout, add the View Contact Hierarchy action.
    The Actions menu includes the View Contact Hierarchy action unless you customized the contact page layout before Summer ’17.
    The View Account Hierarchy action on a record detail page
    Sales reps can expand or collapse parts of a hierarchy as they navigate it. They can view up to 2,000 contacts from each point where they enter a hierarchy. To view contacts in a different part of the hierarchy, a sales rep can enter the hierarchy from a different contact.
    An account hierarchy
    Hovering over a contact’s name shows more details.
    Details shown when you over an account name
  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 Contact, click Hierarchy Columns and then edit the columns.
      You can include up to 15 columns.
    By default, contact hierarchies display the same columns as the Recently Viewed Contacts standard list view. However, the list view columns don’t change when you customize the hierarchy column.
    Using the Object Manager to edit account hierarchy columns
    Choosing the columns to display in account hierarchies
Note
Note After you customize hierarchy columns, the item Org_Contact_Hierarchy is added to the Contact list view menu. Deleting this item resets the columns to the defaults.

See Also