You are here:
Considerations for Using Account Hierarchy
All hierarchies display accounts related via the Parent Account field. Keep these considerations in mind when you create account hierarchies.
Required Editions
| Available in: both Lightning Experience and Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions in Lightning experience. Available in all editions except Database.com in Salesforce Classic. |
Lightning Experience
- The Account Hierarchy page displays up to 2,000 accounts in Lightning Experience, sorted by name. To view accounts in a different part of the hierarchy, enter the hierarchy from a different account. The hierarchy doesn’t display accounts you don’t have permission to view.
- If the current displayed record exists in the middle of the hierarchy (for example, the parent record has 500 children and the current record is child #250), the parent record isn’t visible when the Account Hierarchy page first appears. To see results further up in the hierarchy, scroll up.
- For companies with multiple office locations, use the Account Site field to distinguish among the locations
- If divisions are enabled, you can use the Parent Account field to relate accounts in different divisions.
- Person accounts aren’t supported for the Parent Account field or the View Account Hierarchy action.
- You can’t view account hierarchies in the Salesforce mobile app.
Salesforce Classic
- An account hierarchy displays up to 500 child accounts in Salesforce Classic. The hierarchy doesn’t display details of accounts you don’t have permission to view.
- For companies with multiple office locations, you can also use the Account Site field to distinguish among the locations.
- If divisions are enabled, accounts that are related via the Parent Account field don’t have to be in the same division.
- Person accounts aren’t supported for the Parent Account field or the View Account Hierarchy action.
- To list an account as a subsidiary, edit the subsidiary account and type the name of an existing account in the Parent Account field. Alternatively, you can click the lookup icon to search for (or optionally, create) a parent account.
Did this article solve your issue?
Let us know so we can improve!
