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Sales Basics
Set Up Account Hierarchy in Salesforce Classic

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.
 
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