Administrator Guide

Summer 2023

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Internal Settings for Hierarchies

You configure internal settings and change the default behavior of hierarchies.

You can configure the following internal settings for hierarchies:

Enable Alternate Hierarchy Mode: You must enable alternate hierarchy to view alternate hierarchies in the Hierarchy section of the account page.; To enable alternate hierarchy, set the
Enable Alternate Hierarchy Mode
internal setting value to true. Default is false.; The following sample code enables alternate hierarchy:
API_SettingsManager.updateInternalSetting('Enable Alternate Hierarchy Mode','true');
Alternate Hierarchy Page Size: You can change the maximum number of nodes that an alternate hierarchy displays.; To change the maximum number of nodes for alternate hierarchies, set the
Alternate Hierarchy Page Size
internal setting value. Default is 200.; The following sample code changes the maximum number of nodes for alternate hierarchies:
API_SettingsManager.updateInternalSetting('Alternate Hierarchy Page Size','100');
enableHierarchyAccountEnrichment: If you disable account hierarchy enrichment, you can update the records in the hierarchies for which you do not have sufficient privileges.; To disable account hierarchy enrichment, set the
enableHierarchyAccountEnrichment
internal setting value to false. Default is true.; The following sample code disables account hierarchy enrichment:
API_SettingsManager.updateInternalSetting('enableHierarchyAccountEnrichment','False');
Lock Cloud MDM Hierarchy and Unlock Cloud MDM Hierarchy: You can lock single or multiple hierarchies to prevent users from editing the hierarchy-related fields of the nodes.; To lock a hierarchy, use the
Lock Cloud MDM Hierarchy(<Account ID>)
internal setting where
<Account ID>
is the parent account ID.; The following sample code locks hierarchy of the parent account named
accid
:
DSE.API_HierarchyHandler.LockCloudMDMHierarchy(accid);; You can also unlock locked hierarchies. To unlock a hierarchy, use the
Unlock Cloud MDM Hierarchy(<Account ID>)
internal setting.; The following sample code unlocks hierarchy of the parent account named
accid
:
DSE.API_HierarchyHandler.UnLockCloudMDMHierarchy(accid);
Hierarchy Details Page Size: You can configure the number of records that the Customer 360 page displays.; To change the number of nodes, set the
Hierarchy Details Page Size
internal setting value. Default is 25.; The following sample code changes the number of nodes displayed in the hierarchy details page to 50:
API_SettingsManager.updateInternalSetting('Hierarchy Details Page Size','50');
Use Inline Hierarchy Related List: If you want to see contacts, leads, or opportunities in the Account Details page, set the
Use Inline Hierarchy Related List
internal setting value to true. Default is false.; The following sample code displays contacts, leads, or opportunities in the Account Details page:
API_SettingsManager.updateInternalSetting('Use Inline Hierarchy Related List','true');

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Administrator Guide

Administrator Guide

Internal Settings for Hierarchies

Internal Settings for Hierarchies