MenuAgentExchange
SalesforceSlack

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?

AppyWise Multi-Account Hierarchy

By AppyWise

Manage multiple Salesforce Account hierarchies

No Ratings
Free  

Never requires payment

Try It
Industries
Automotive
Consumer Goods
Manufacturing
Business Need
Sales
Sales Intelligence
Sales Methodologies
Requires
Sales Cloud

This app gives you the power to organize your Salesforce Accounts more effectively. Create multiple Account hierarchies based on geography, partners, OEMs, distributors... or whichever way your business is modeled.

  • AppyWise Multi-Account Hierarchy - Product Intro

  • Admin Setup Guide

  • DEMO - How to use the App

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
Enterprise
Unlimited
Developer

App Details

Version
AppyWise Multi-Account Hierarchy/Bug Fix Jan 2022 1.5.0
Listed On
07/14/2021
Latest Release
01/15/2022
Supported Features
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
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: 4
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
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.
1.4.0
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.
07/09/2021

Additional Details

Group and organize accounts based on + Geography based accounts + Key or Strategic Accounts + Partner Accounts + Supplier Accounts + Distributor Accounts + OEM Account ... or any other way your business works It already works with the standard Account Hierarchy

Need help?

AppyWise

Other ResourcesEmailTerms & Conditions