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iTools Customizable Account Hierarchy

By Insitu Software, LLC

Comprehensive, Customized Account View

$3.25   USD/user/month

Discounts available for nonprofits

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Business Need
Sales Intelligence
Requires
Sales Cloud

Ability to Customize Account Hierarchy View in Classic UI/LEX. Tabs for Contact, Opportunity, Case, Task, related objects and custom pages. Filter, Sort, Export, Printable View & more. Another valuable tool in the iTools for Salesforce collection.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
All iTools for Salesforce CRM products require the iTools Configuration Manager application be installed prior to installing the individual iTool.

App Details

Version
iTools Customizable Account Hierarchy/5.17 5.17.0
Listed On
11/16/2009
Latest Release
01/23/2025
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
5.12.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/08/2021

Additional Details

Create a more comprehensive view of a company and its subsidiaries. Choose any standard, custom or related object field to display in the Account Hierarchy and customizable related object tabs. Point and Click interface to set up a global configuration with overrides available by profile, role and user. Expand/Collapse, 3-way Column Sort, Printable View and Export capabilities, plus Contact Org Chart View to see all Reports To relationships. Configure Tab views to filter the list of items displayed. New ‘From Here Down’ filter to show just a specific branch of the hierarchy. Use the iTools Hierarchy Builder to create/maintain parent account relationships. iTools continues to add more account hierarchy functions for parent/child accounts. Making Account Hierarchies useful in reports, charts and dashboards is super easy using our iTools Ultimate Account ID for Account Hierarchy Members which also supports creation of Roll-up Summary Fields for Account - Account (Hierarchy) Relationship and Account Hierarchy formula fields/functions. For larger accounts, there is no better way to analyze facts, manage relationships & coordinate activities across all entities.

Need help?

Insitu Software, LLC

Aurora, IL

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