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?
Combined Hierarchy
Fully customizable hierarchical visualization component
- Business Need
- Data Visualization
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
The Combined Hierarchy component allows you to display hierarchical relationships between objects (both standard and custom) in a collapsible tree with related records in tables that can be sorted by any field.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 11 Reviews
Easy to use
Great design and configuration UI. Does it allows combining account and activites together? Pls let me know how you did it :)
Really helpful App!
My initial issue was that None of the objects(Account, Opportunity etc.) are coming up in the 'Hierarchy Object Name' lookup. Not sure how to get this resolved and move to the next step. Update - Alejandro Rocamonde fixed the above issue immediately with the newer version and now the objects are accessible in our sandbox. Great job indeed.
Some object you can't seem to reference
I couldn't set this up, as the object I need doesn't appear in the 'Hierarchy Object Name' lookup and there's no guidance anywhere on why this is how how to fix it. Happy to improve my rating score if someone is able to tell me why or how to fix it?
What is the object you need to show? There is a validation obtaining all the objects of the org that fulfill certain conditions (accessible, queryable, searchable, etc.), it is possible that in your case some of these conditions are not fulfilled. If you give me more information I can check it and change this validation in case it is not correct.
Must have App!!!
You won't find better app to show all kinds of hierarchies in SFDC! Easy to deploy and use. Just follow the user manual.
Works great for the objects it recognizes
The functionality, look, and feel is great when it works but you have to select your objects from a picklist in the component properties rather than just typing the API name. Some objects are left out seemingly at random and can't be used in the hierarchy.
Build Hierarchy
Nice option to build up hierarchys!
Game Changing App!
This is a fantastic app that everyone should take a look at installing in their org. The performance of this Lightning Component is really fast, even when querying and displaying hundreds of records. We use this on our Accounts to quickly display the entire account hierarchy and allow our users to drill down into each account's opportunities. This app is exactly as advertised and I highly recommend it!
Fantastic App!!
I am leveraging this App for Milestones PM so people can see the Milestones and Tasks easily at the Project level. It works wonderfully. I will definitely be leveraging this App elsewhere!!
Great App. Works perfectly.
We use the app to view parent and child relationships of account and its corresponding opportunities. Apps works nicely and was easy to configure with just a few parameters from within the Lightning App Builder. Highly recommended to visualize any kind of object hierarchy with linked objects.
Good app - easy to setup
Just installed and setup and it worked like charm in community.
Alex, I just released the latest version (v1.6) which fixes the problem with custom objects. Could you update to this version and confirm if it has fixed your problem? Thanks.