Lesson: 15 | Hierarchical Relationship

Notes
Video

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.

Prev You need to login to have access to the quizzes. Next

Mastered by 185 users.

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)

You need to complete all the quizzes before certification.

Go to top

Login to your account

Lesson: 15 | Hierarchical Relationship

Notes

Administrator Course