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            Set Up Account Hierarchy in Salesforce Classic

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            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.

            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.

            1. From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.
            2. 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.

            See Also

             
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