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?
Hierarchy-Aid
Self Hierarchy View
Overview
Check out the hierarchy of selected object and edit the records on the go!
- Plug and play component - Hierarchy structure for any object (standard/custom)
- Hierarchy records update feature - Respects Field Level Security(FLS)
- Supports both Record/Home page - Supports all field types - Custom filters available
Need to see the hierarchy for an object? Struggling with different records to filter and edit in the hierarchy? Hierarchy-Aid is the solution for you. This is an easy to use, plug and play component, built on Lightning Web Components and lightning data services. The user interface is built on lighting design system. Intuitive configurations on app builder for record and home page. In the configurations, just add the object API, fields(comma separated API names) to be displayed and parent relationship field(Self-lookup) information. You can also provide specific filter criteria(optional). This component will filter out records and display in hierarchical format. The component provides edit functionality for all the records displayed in the hierarchy. The component also supports run-time refresh for the edited records. Home page supports n-level hierarchy while the record page will support 5-level for child and 5-level for parent.
Categories
- Business Needs
- Data Management
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsManaged Package