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Account Contact Relationship Hierarchy
A full visualisation of an account's direct and indirect contacts.
- 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.
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Showing 10 of 12 Reviews
Failed to install
The package failed to install with the following error "Missing Organization Feature: ContactsToMultipleAccounts". The issue is that we don't want to enable ContactsToMultipleAccounts feature.
Enable Package
Hi, I am able to install package, but where do i enable this / view this in my environment
Should be Native Functionality. Cannot Risk Installing Based on Lack of Recent Releases & Feedba
I feel this should be native functionality as I am used to with competing CRMs I have used and administrated. There are several related ideas on the IdeaExchange asking for this functionality. I understand this is Salesforce labs and is semi-provided by Salesforce. With that said, I am not willing to install this app with the latest release being in October 2017 (it is now July 2020) and seeing the user feedback in reviews that this package causes test class issues. Would be glad to install this app and update my review once I see additional support is provided.
Works great except that when run all test, keep having assertion failed
kktlng.AccountHierarchyComponentTest -> Error :System.AssertException: Assertion Failed. What is worse is that you can edit the apex class or apex test class in the component
Easy to install, but would be good if it took inactive contacts out of the tree
Very easy to install and add the action to the account page. All contacts also seem to be showing (i had 100+), however frustratingly it shows inactive contacts too. It would have been handy if this would exclude inactive contacts or at least have a way of showing that the contacts are inactive in the hierarchy...
Would love to see this enhancement to this feature as well. Also, when I change the Account name of the contact - it will still appear on the tree but in yellow shade? I don't understand what the point of that is. I had to delete the whole contact and manually re-enter it so it doesn't appear on the tree.
Not Displaying Enough Contacts
I am having the same issue as a couple of other users, where not all contacts in the hierarchy are showing, when we want to build big org charts. 38 contacts is not enough!!
Displayed only 37 subordinate contacts
Hey guys, Is it possible to increase the number of contacts per account? While you create a hierarchy of client, the system does not display the 38-th horizontal subordinate contacts. Is it a bug? Also, the hierarchy is needed for huge companies, not the small ones. So solving this problem is critical I believe! Hope my feedback helps
Doesnt work well
I have it installed action added to page layout and no matter what I do on the reports to field nothing changes.
Good product
It is a good plugin however it dosn´t allow much personalization on it, so you can´t show whatever you want in the contacts. However, i would recommend !
Good Start! but this is an unfinished product
This is a very good add-on however it is unfinished! 1. The profile pictures for the contacts just show a silhouette icon with no option to replace or map to a picture. 2. Adding multiple relationship accounts to a contact just shows the non-primary account name instead of combining multiple hierarchy trees together on one page. 3. You cannot change the compact fields that are shown underneath the contacts in the tree so you're stuck with just title, email, phone. Can someone tell me where i can get the unmanaged package or open source?? i would like to customize/finish this product.
Would you install this? I gave my reasons for not installing it and it appears a few people agree with me based on their likes. Unfortunately, my review hasn't had a direct impact with Salesforce or the Salesforce Labs team, but its hopefully saved others from wasting their time like I did in finding and researching this app. I am not sure why something like this is still even listed. It's obviously been abandoned by its Salesforce Labs creator individual/team. I love the concept of Salesforce Labs and encouraging innovation from within Salesforce, but there still needs to be standards. Maybe someday comments like these, and the many years of comments on the IdeaExchange, will result in related functionality being natively added to Salesforce. On a more positive note, we've found another SalesforceLabs app that works well for this purpose in the meantime of official Salesforce solutioning: AnyRecordHierarchy (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000MBe9WEAT).