Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
AppShark Account Hierarchy Package
The Complete Account View for Salesforce
- Business Need
- Admin & Developer Tools
AppShark’s Account Hierarchy package allows you to customize your account hierarchy page in Salesforce to suit your specific business requirements. It provides a global, complete view of a company, its customers, partners and subsidiaries.
Compatibility
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Account Hierarchy/Account Hierarchy 2.0.0
- Listed On
- 02/18/2014
- Latest Release
- 03/04/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf 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: 3Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 8App Builder: 7Community Builder: 5
- Languages
- English
Security
Additional Details
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.
Need help?
AppShark Software, Inc.
Dallas, TX, USA