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Universal Hierarchy Viewer

Universal object hierarchy viewer with drag-and-drop support.

Overview

Visualize and manage complex data relationships with this high-performance, declarative LWC. Move beyond standard limitations to navigate hierarchies across any standard or custom object. Features include intuitive drag-and-drop reparenting, lazy loading

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  • Universal Object Support: Navigate hierarchies for any standard or custom object with self-lookups or parent-child relationships. Multiple objects in the same Hierarchy

  • Drag-and-Drop Reparenting: Easily move records within the tree structure to update parent relationships in real-time.

  • Extensible Action Framework: Launch Flows, Apex actions, or record navigation directly from the tree grid interface.

  • Global Hierarchy Search: Quickly locate any record within the tree structure using the integrated real-time search and filtering bar.

  • Multi-Select Record Mover: Select and move multiple records at once to restructure large hierarchies in seconds instead of one by one.

  • Inline Editing: Real-time data updates directly within the hierarchy rows.

Overview The Universal Hierarchy Viewer is a high-performance LWC designed to overcome standard Salesforce hierarchy limitations. Built for scale, it allows users to navigate complex relationships across any standard or custom object in a unified, interactive interface. Key Features Universal Object Support: Works with any object using self-lookups or parent-child relationships. Interactive Drag & Drop: Effortlessly reparent records within the tree to update data in real-time. Performance at Scale: Utilizes lazy loading to support deep hierarchies and large datasets without lag. Advanced Navigation: Includes global search and breadcrumb navigation for a seamless experience. Extensible Actions: Launch Flows, Apex, or URL navigations directly from tree nodes. Business Value Data Hygiene: Quickly identify and fix misaligned records with intuitive visual tools. Productivity: View and act on related records from a single screen to eliminate "tab fatigue." Native Security: Fully respects Salesforce CRUD, FLS, and Sharing Settings.

Categories

Business Needs
Sales
Productivity
Customer Service
Industries
Horizontal Product
Personas
Business User
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

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