-
How do you set up the account hierarchy in Salesforce ?
How do you set up the account hierarchy in Salesforce ?
-
1 Reply
-
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.From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.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.
Log In to reply.
Popular Salesforce Blogs
Learn All About the Batch Apex in 2023
The main purpose of using Batch Apex is used to process a large amount of data without exceeding governor limits. It is a type of…
What is The History of CRM and How is it Important in Today's Day and Age? | Salesforce
Customers are the most important asset to any business no matter what industry you belong to, what your focus is, or what kind of products…
Choose An Experienced Company For Salesforce Development In The USA
When you wish to achieve unparalleled customer service, it is essential to choose an experienced and professional Salesforce Development company. The reason to select an…
Popular Salesforce Videos
Marketing Cloud Connect: Syncing Data Back to Sales and Service Cloud
We demo how to expand the capabilities of Marketing Cloud Connect to automatically sync any data from Marketing Cloud over to Sales and Services Cloud.…
How to Add 'Add Campaign' Button to the Report Type | Salesforce Tutorial
Do you want to know How to Add 'Add Campaign' Button to the Report Type in Salesforce? In this session, Distinguished Architect Iman Maghroori shows…
Florida DataTribe EA Virtual Salesforce Saturdays
Learn to teach so you can learn by teaching. The how why and when of the Florida DataTribe and their Einstein Virtual Salesforce Saturdays. Enjoy…
