Any Record Hierarchy
By Salesforce Labs
- 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
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
