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AppShark Account Hierarchy Package

The Complete Account View for Salesforce

Overview

  • Customize columns to be displayed in the Account Hierarchy using a configuration page

  • Ability to open the Account in Edit mode from the Account Hierarchy View with a single click

  • Record type based Hierarchy View

Each industry has its own challenges and requirements when it comes to building stronger relationships with clients and employees. The Account Hierarchy package consists of a custom Visualforce component that provides a comprehensive view of all the different hierarchical levels from the highest to the lowest level associated with a parent account. The Visualforce component can be embedded in the standard account detail page and customized to support your company’s specific business requirements. While the standard account detail page only displays the hierarchy, this package allows you to customize the main page view and directly edit any record from the hierarchy itself. The hierarchy can be viewed both inline and on a separate page. You can create a record type based layout which means that the columns of each account or record under associated accounts can be customized. Each column header can be changed and new headers can be created using custom settings. In short, you can choose the information you would like to display We have released the new, improved version of account hierarchy which is now Salesforce1 compatible.

Categories

Business Needs
Admin & Developer Tools
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

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