Administrator Progress ( Quizzes)

Lesson: 33 | Account Hierarchy

Description

Account Hierarchy in Salesforce is a feature that allows you to view and manage a hierarchical structure of related accounts within your organization. It is particularly useful for companies with complex organizational structures, multiple subsidiaries, or parent-child relationships between accounts.

The Account Hierarchy feature is based on the Account object in Salesforce, which contains fields to define the hierarchical relationship between accounts. The hierarchy is represented as a tree structure, with parent accounts at the top and child accounts branching out below them.

With the Account Hierarchy feature, you can view and edit the relationships between accounts, add or remove child accounts, and manage the visibility and access levels of accounts based on their position in the hierarchy. This can help you better understand your customer relationships, identify cross-selling and up-selling opportunities, and streamline your sales and marketing processes.

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Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

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Lesson: 33 | Account Hierarchy

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Lesson: 33 | Account Hierarchy

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Administrator Course