---
schema_version: "1"
id: 4d029e4bac1efc8e91fedc1d0afb66ab05a01b72abeb1992d72c7052aa805d21
title: Set Up Contact 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/contacts_hierarchy_lex.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.contacts_hierarchy_lex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 58d0936ef4360fc804a39a9f837825e40c427906002efdf0016d6ffee08cb2bd
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<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 ">
        <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="d81545e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81545e63 ">To view contact hierarchies:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81545e63 ">Read on contacts</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81545e63 ">To create contact hierarchies:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81545e63 ">Edit on contacts</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81545e63 ">To add, edit or delete hierarchy columns:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81545e63 ">Modify All Data</td>
          </tr>
        </tbody>
      </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/contacts/contact_hierarchy_action.png)
    
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/contacts/contact_hierarchy.png)
    
    Hovering over a contact’s name shows more details.
    
    ![Details shown when you 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/contacts/contact_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 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/contacts/contact_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/contacts/contact_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\_Contact\_Hierarchy is added to the Contact list view menu. Deleting this item resets the columns to the defaults.

#### See Also

- [Considerations for Using Contact Hierarchy in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.contacts_hierarchy_considerations_lex.htm&release=264.0.0&type=5 "Keep these considerations in mind when you create contact hierarchies.")