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AppShark Account Hierarchy Package
The Complete Account View for Salesforce
$3 USD/user/month
- 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.
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Showing 10 of 13 Reviews
We love this app
It was a little rough at the beginning because we weren't notified that we were on a trial basis, and the only reason we found out is because when I upgraded the package, it stopped working. Once Pratik (from AppShark) got involved, we were able to get a contract and get the licenses back fairly quickly. Every single one of my Salesforce users LOVES this hierarchy! It's extremely easy to setup as an admin and there is a great document to walk you through step by step. The only thing better would be if Salesforce bought this package and offered it as part of the standard account hierarchy so we wouldn't have to pay extra for it.
Great product
I installed this and it worked as expected. The app however uses the 18 digit salesforce Id and might break already existing integrations that make use of the 15 digit salesforce Id for example Box.com embedded pages.
No response from support
We deployed this app to our production environment and getting the error "Collection size exceeds maximum size of 1000" if in case an account is having more than 1000 records. Our customers are unhappy with this. Is there any viable workaround or updated version is available for the same issue? Please advise ASAP.
So much better than standard functionality
To start with, this has definitely helped save my users lots of time by not making them click into the record to see key details around the account. And I LOVE that. I do hope there will be some future enhancements, like allowing end users to easily change the fields that are displayed. And some in-line editing functionality. Thanks for making the app! Thanks for contributing to the community by making it free!
Great Productivity Aid
A big improvement over the standard Salesforce account hierarchy feature. Avoids having to fiddle around with trying workarounds to get a child account related list displayed. Defining fields to display in the hierarchy would be nicer if it was drag and drop and the heading takes up a lot of space. Overall though, a great aid to productivity.
AWESOME APP / GREAT CUSTOMER SERVICE
Appshark was really helpful in creating a custom hierarchy utilizing this app for our complicated hierarchy. The customer service and work is awesome.
Great app and exceptional customer service
Installed the app and had a few questions for customer support which were answered the same day. This app was a huge hit within the company and big win for our SFDC team. We'll be contacting AppShark in the future to add further custom enhancements. Thank you!
Great Appexchange
Provides a complete view of the account hierarchy, more complete than the standard hierarchy account in Salesforce. Real added value for business team. Easy installation and highly responsive support.
Excellent package with real value for business! Fast & efficient support from Appshark!
We installed the package to give a complete and business oriented view of the account hierarchy. You can add custom columns to the hierarchy tree like rollup summary fields, colour indicators (i.e. red flag in front of client with unpaid invoices). The sales team simply loves it, they can see key indicators from the account page for all the accounts of the hierarchy it belongs to. We also had a great support from the editor which is quite unusual for a free app. They fixed in a day a tiny issue we had.
Great app don't wait get it now
I have installed this app and working as required for our business. This helps me a lot from implement the same via Apex code. Great Customer support. Thank you so much..