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Ability to Customize Account Hierarchy View

Accounts & Contacts




I like that you can view a parent account, click on "account heirarchy" and see all the child accounts that sit under that parent account. What I don't like is that there is no ability to customize that view.

Currently, the Account Heirarchy displays the Account Name, Site, Type, Industry, Billing City, Billing State, and Owner. This view would be much more useful if I could customize it by displaying the columns that are important to me, like Account Number, etc.

Please provide the ability to modify / customize this view.

Thanks.

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Latest Comment from Salesforce

  • Cari Aves - 2 years ago

    We have delivered an enhanced NATIVE Account Hierarchy view into Lightning Experience as part of the Spring '17 release. The new hierarchy allows you to easily visualize your accounts via an expandable tree view and to customize the layout for even greater visibility into your account relationships!


    User-added image

    You can learn more about the new Account Hierarchy in Lightning in Salesforce Help & Training.

    Note: with the addition of the native hierarchy we have retired the Lightning Hierarchy AppExchange package from Salesforce Labs.
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