Ability to Customize Account Hierarchy View - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
This idea has been delivered and can no longer be voted or commented on. If you’d like to add to this conversation, please post a new idea.
26,090  Points voting closed
Delivered in Lightning
Idea is generally available in Lightning Experience only.

Ability to Customize Account Hierarchy View

Accounts & Contacts

I like that you can view a parent account, click on "account heirarchy" and see all the child accounts that sit under that parent account. What I don't like is that there is no ability to customize that view.

Currently, the Account Heirarchy displays the Account Name, Site, Type, Industry, Billing City, Billing State, and Owner. This view would be much more useful if I could customize it by displaying the columns that are important to me, like Account Number, etc.

Please provide the ability to modify / customize this view.


· Flag

Latest Comment from Salesforce

  • Cari Aves - 3 years ago

    We have delivered an enhanced NATIVE Account Hierarchy view into Lightning Experience as part of the Spring '17 release. The new hierarchy allows you to easily visualize your accounts via an expandable tree view and to customize the layout for even greater visibility into your account relationships!

    User-added image

    You can learn more about the new Account Hierarchy in Lightning in Salesforce Help & Training.

    Note: with the addition of the native hierarchy we have retired the Lightning Hierarchy AppExchange package from Salesforce Labs.
  • Upvotes
  • Downvotes



from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.