Adding Records to a Hierarchy in Lightning Experience
Adding Records to a Hierarchy in Lightning Experience
To add a record to a hierarchy, edit the hierarchy and search for the record that you want to add as a node. If the record exists as a node in a different hierarchy, the node and all its children move to the hierarchy.
Select the account to view the account details.
From the hierarchy view, click the
Edit
icon.
Select the parent node under which you want to add the record and click the
Add
icon.
The
Add account to the hierarchy
page appears.
Search for the record that you want to add to the hierarchy, and then select the record.