When you view hierarchies, you get a global view of an organization and its subsidiaries. You can view and manage multiple types of hierarchies. You can also view the contacts, leads, and opportunities associated with the records in the hierarchy.
Records exist as nodes in the hierarchy. You can use
to view, navigate, and manage the different hierarchy types directly within Salesforce. You can add nodes to a hierarchy, remove nodes from a hierarchy, or drag-and-drop nodes to reorganize a hierarchy. You can move a node from one hierarchy to another, even when the hierarchies are of different hierarchy types.
You can use the Customer 360 view to get a detailed view of an organization and its subsidiaries. You can view the account hierarchy and the details of records that belong to the account. You can filter the records and alphabetically sort the records. You can search for accounts within a hierarchy.
synchronously processes changes to hierarchies with number of records that is equal to or less than the maximum trigger hierarchy limit plus one when you save your changes.
asynchronously processes changes to hierarchies with number of records that is more than the maximum trigger hierarchy limit plus one in batch jobs.
A node in a hierarchy can have an amount of child records up to 75% of the Data Manipulation Language (DML) Salesforce limit.
The following image shows the hierarchy view in Salesforce Classic:
Record you are viewing on the Account page
Customer 360 View button
Expand All/Collapse All button
The following image shows the hierarchy view in Lightning Experience:
View C360 icon
Hierarchy functionality is compatible with any of the following browsers: