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Account Hierarchy Organizer

By d2b International ApS

Flexible Account Hierarchy for Salesforce™

Freemium  

Payment required to increase usage, users, or features

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Business Need
Sales
Data Management
Data Visualization
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud

Visualize Account Hierarchies with Opportunities and Contacts directly on the Account Detail Page. Update and maintain Account Hierarchies for large accounts or groups of companies and organizations.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
DataTrim Account Organizer/May 2025 - AO 1.91.0
Listed On
09/19/2013
Latest Release
05/05/2025
Supported 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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 1
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 1
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.
1.67.0
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.
04/26/2021

Additional Details

Data Quality and Clean Data are key to successful adoption of your salesforce implementation. Working with account hierarchies can sometimes be challenging: Identifying where the account is in the hierarchy, the opportunities and to which location to the contact is associated is important to know. Moving Opportunities and Contacts, Parenting New (orphan) Accounts, Merging duplicates and Account Owner assignment is part of managing your account records. With Account Organizer you can manage all this in one single view. The Account Organizer helps you getting the 360 view… Rolling up revenue to Major Accounts Identification of cross sell opportunities Positioning new prospective account into the account hierarchy Fuzzy Search using our proven matching capabilities. Searching DUNS number from e.g. Data.com, Advanced filtering and support for advanced SOQL queries Integration with DataTrim Dupe Alerts

Need help?

d2b International ApS

Copenhagen, Denmark

Support Phone+1 (646) 400 5500, +44 (0)203 051 6261
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