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Hierarchy-Aid

By Salesforce Labs

Self Hierarchy View

Free  

Never requires payment

Try It
Business Need
Data Management

Check out the hierarchy of selected object and edit the records on the go!

  • Hierarchy-Aid Demo

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Hierarchy-Aid/Hierarchy-Aid 1.1.0
Listed On
05/01/2021
Latest Release
01/09/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
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: 0
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/29/2021

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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