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Any Record Hierarchy

By Salesforce Labs

Visualize the hierarchy of any record.

Free  

Never requires payment

Try It
Requires
Sales Cloud

Any Record Hierarchy is an interactive component that shows the hierarchy of any given record in Salesforce. Fully native, highly customizable, and can be placed anywhere on the record page using the App Builder.

  • Any Record Hierarchy Demo Video

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
AnyRecordHierarchyv2/ver 0.3 3.0.0
Listed On
06/26/2020
Latest Release
04/28/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
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: 1
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 2
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.
3.0.0
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.
03/10/2023

Additional Details

Features: - User friendly configuration screen that helps you to configure multiple hierarchies - Customize which fields show up in the record tile - In the hierarchy, view the parent, peer and child records related to the current record - Navigate across the hierarchy just by clicking on the record tiles - Use the root node(blue dot on top), to traverse & navigate to the top level parent record - User the left and right arrows on either side of the current record tile to navigate across the peer records - Search and view the hierarchy of other records in the same view without navigating away from the component - Fully responsive and adapts to any given space Setup Guide: https://salesforce.quip.com/US6zAozquu7g

Need help?

Salesforce Labs

San Francisco, CA, USA

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