Adding Hierarchy Information to the Account Page Layout
Adding Hierarchy Information to the Account Page Layout
Configure the account page layout to provide access to
Customer 360 for Salesforce
hierarchy functionality.
Based on the Salesforce environment that you use, perform one of the following tasks:
In Salesforce Classic, perform the following tasks:
In the upper-right corner of the page, select your name, and click
Setup
.
Under
App Setup
, click
Customize
Accounts
Page Layouts
.
In Lightning Experience, perform the following tasks:
Click the quick access menu (
), and then click
Setup
.
The
Setup Home
page appears.
Under
PLATFORM TOOLS
, click
Objects and Fields
Object Manager
.
The
Setup Object Manager
page appears.
Click
Account
.
Under the
Page Layouts
section, select
Account Layout
.
The
Account Page Layout
page appears.
From the
Account Layout
palette, select
Fields
and then drag the
Section
field from the palette to the
Account
page layout.
The
Section Properties
window appears.
Configure the Hierarchy Information section:
Enter
Hierarchy Information
in the
Section Name
text box.
Enable
Detail Page
and
Edit Page
.
Select
1-Column
layout.
Select
Left-Right
tab-key order.
Click
OK
.
The Hierarchy Information section is added to the Account page.
From the Account Layout palette, select
Visualforce Pages
and then drag the Account Hierarchy Visualforce component and the Account Hierarchy Status Message Visualforce component from the palette to the
Hierarchy Information
section.
You can double-click the Account Hierarchy Visualforce component and the Account Hierarchy Status Message Visualforce component to change the display properties of the component.
From the Account Layout palette, select
Fields
and then drag the Ultimate Parent field and the Ultimate Parent Name field from the palette to the