AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Account Hierarchy Organizer

Flexible Account Hierarchy for Salesforce™

Overview

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.

1 of 9

See How Account Hierarchy Organizer Works

  • Easy navigation between Accounts, Opportunities and Contacts. All displayed within the hierarchical structure so you know where an opportunity is or where an influencing Contact is located

  • Use dynamic filters to display relevant accounts, and default filters to permanently exclude e.g. inactive contacts, contacts with opt-out etc.

  • Manage hierarchies, by finding orphan account to include, Merge duplicate accounts and contacts. Move Opportunities and Contacts, add contacts to campaigns etc

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

Categories

Business Needs
Sales
Data Management
Data Visualization
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
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

More from d2b International ApS

  • DataTrim Data Laundry
    by d2b International ApS
    Out-of-the-box Data Quality Dashboards, Reports, Scores and Indicators for user friendly Data Quality Assessment. Data validation and cleaning with world-wide data recognition functionality for automated Cleaning and Validation of customer data.
    Data Cleansing

  • DataTrim Entry Check
    by d2b International ApS
    DataTrim Entry Check is a solution which helps you manage duplicates at any time when you come across them. At record creation, in list views, or when you are following up on an activity -Anywhere. Improve your data quality install it today.
    Admin & Developer ToolsData Management

  • Dupe Alerts
    by d2b International ApS
    Guiding You Through Salesforce Deduplication Bliss. DataTrim Dupe Alerts gives you Confidence in Every Click. Chat with MAIA, our DataTrim AI Assistant, or Book a Live Demo directly from our website: https://www.datatrim.com/dupe-alerts/
    Data Cleansing