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Account Contact Relationship Hierarchy

By Salesforce Labs

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

Free  

Never requires payment

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Business Need
Productivity

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.

Compatibility

Salesforce Editions
Professional
Enterprise
Force.com
Developer
Additional Requirements
You must enable multiple contacts on accounts before installing this component.

App Details

Version
Contact Hierarchy/Summer 2017 1.3.0
Listed On
10/16/2017
Latest Release
01/09/2023
Supported 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
Package Contents
If 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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/16/2017

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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