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Lesson: 15 | Hierarchical Relationship

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Notes

In Salesforce, a hierarchical relationship is a type of relationship between two objects that allows you to represent data in a hierarchy. A hierarchical relationship is typically used to represent a chain of command or an organizational structure.

In a hierarchical relationship, each record in the child object is related to another record in the same object. This creates a parent-child relationship between the records, forming a tree-like structure.

The most common use case for hierarchical relationships in Salesforce is to model organizational structures, such as a company's reporting hierarchy. For example, you might have a custom object called "Employee" and want to create a hierarchical relationship between employees and their managers. You can do this by creating a hierarchical relationship between the "Employee" object and linking an employee record to the record of their manager.

To create a hierarchical relationship in Salesforce, you need to create a special type of relationship field called a "Hierarchical" relationship. This field is only available on certain objects, such as the User object, and allows you to create parent-child relationships between records.

Once the hierarchical relationship has been created, you can use it to create a hierarchy of records, view the hierarchy in the Salesforce user interface, and use it in reports and dashboards.

Overall, hierarchical relationships in Salesforce are a powerful tool that allow you to represent hierarchical data in a meaningful way. They are particularly useful in modeling organizational structures or other types of data that have a clear hierarchy.

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Lesson: 15 | Hierarchical Relationship

Notes

Administrator Course