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How do you set up the account hierarchy in salesforce?
How do you set up the account hierarchy in salesforce?
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1 Reply
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Account hierarchies display accounts related via the Parent Account field. To maintain a complete account hierarchy, enter an account in the Parent Account field for every account except the one at the top of the hierarchy.
From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.
Select Show View Hierarchy link on account pages in Salesforce Classic.
Whenever an account is related to another account via the Parent Account field, the account detail page includes a View Hierarchy link.
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