Rating
3.6
Reviews
40
Pricing
Free
Listed since
2020

About Any Record Hierarchy

Visualize the hierarchy of any record.

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

Highlights

  • Visualize the record hierarchy of any Salesforce object that has self-relationship. Example: - User Hierarchy - Account Hierarchy - Contact Hierarchy - Asset Hierarchy - Case Hierarchy Cross object relationship support coming soon.

Screenshots and videos

Any Record Hierarchy Demo Video

Pricing

Free.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on March 10, 2023
Languages
  • English