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 Contact Relationship Hierarchy

A full visualisation of an account's direct and indirect contacts.

Overview

A quick action for the account object which displays a visual display of that account's contact hierarchy. Includes collapsible children nodes and zoom functionality to allow customization of the users view.

1 of 4

  • Displays an accounts contact list as a hierarchy tree.

  • Includes the account's indirect contacts and their associated accounts.

  • Zoom functionality provides a responsive view of the hierarchy tree.

The Account Contact Hierarchy Tree provides a full hierarchy tree view of the contacts associated with an account. This includes direct and indirect account contacts. Each contact is displayed in a separate contact card including their title and contact details. For further details on each contact, simply click through to their record from the contact card. Each contact card in the tree also includes a button which collapses the contacts subordinates to help provide a clearer custom view for the user. A zoom functionality is also included which assists in the viewing of the tree. Any indirect contacts to the account are also displayed and highlighted to separate them from the direct contacts. Indirect contacts have a similar contact card to direct contacts, instead of displaying their subordinates however, a list of their associated accounts are listed. These account records can also be accessed through the card.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

More from Salesforce Labs

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools