Create Flexible Hierarchies
As a hierarchy manager, you can create flexible hierarchies for specific data by using hierarchy types. Your hierarchy admin must first create the necessary hierarchy types before you can create these flexible hierarchies.
Required Editions
Available in: Lightning Experience Available in: Unlimited and Agentforce Editions |
| User Permissions Needed | |
|---|---|
| To create flexible hierarchies: | Flexible Hierarchy Manager |
Create flexible hierarchies by using the Hierarchy Builder or API. Before you proceed, review these best practices.
Create Flexible Hierarchies by Using Hierarchy Builder
Create a hierarchy by using a hierarchy type in the hierarchy builder.
- From the App Launcher, find and select Flexible Hierarchies, and then click New.
- Enter a name.
- Select a hierarchy type.
- Select a root object.
- To specify a starting point for the hierarchy, select a root object record.
-
Enter the source system name and source system identifier.
The name and the identifier of the root record in an external system, such as a banking system.
- Select IsActive
- Specify the start and end dates. This flexible hierarchy is applicable during this time frame.
-
Save the changes.
When you save, the system automatically performs these actions to prepare your hierarchy:
- Creates the master flexible hierarchy record.
- Generates the first flexible hierarchy node based on your selected root record. If you provided a role, for example, Global Headquarters or CEO Office, that value maps directly to the node.
- Validates the hierarchy. If the root record is valid, the hierarchy status changes to valid.
-
To add nodes to the hierarchy created:
- Click the pencil icon on the top-right corner of the page.
- Click the plus icon.
-
Select a role. Make sure that your Hierarchy Admin has created roles for your business
requirements.
It signifies the specific role of a node within the hierarchy. For example, when building a corporate structure, you can categorize child nodes based on ownership depth, such as Wholly Owned Subsidiary, Majority-Owned Subsidiary, or Affiliate to accurately represent the legal standing of each entity relative to the root node.
- Select a node record.
- To add all the nodes to your hierarchy, repeat steps b to d.
- To quit the edit mode, and to save the changes, click Exit.
To ensure structural integrity, the hierarchy builder automatically validates the hierarchy every time a new node is added. This continuous verification prevents data inconsistencies and makes sure that the hierarchy is valid.
Create Hierarchies by Using Data Loader
To facilitate the rapid deployment of complex, large-scale structures, you can use Data Loader to perform bulk uploads of hierarchy nodes and relationship definitions directly into the system’s dedicated data model.
-
Use Data Loader for the bulk import or export of Salesforce data. Use it
to insert, update, delete, or export Salesforce records.
By default, the status of the hierarchy created is set to Draft.
- Request your Flexible Hierarchy Admin to validate the created hierarchy.
Create Hierarchies by Using APIs
To facilitate the rapid deployment of complex, large-scale structures, you can use any of the sObject APIs, such as Composite APIs, Apex, or the Bulk API 2.0 to perform bulk uploads of hierarchy nodes and relationship definitions directly into the system’s dedicated data model.
- Use any sObject APIs to create a flexible hierarchy.
- Request your Flexible Hierarchy Admin to validate the created hierarchy.
