Show Who Reports to Whom from Contact Pages in Lightning Experience

Give your sales team a key tool for planning sales strategy. Use Lightning Contact Hierarchy to visualize the contacts on an account according to what sales reps enter in the Reports To field. Plus, customize contact hierarchy columns to show the information that’s most useful to your sales teams. This feature is new in Lightning Experience.
Available in: Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To customize hierarchy columns: Customize Application
To change the Reports To field on a contact: Edit on Contact
  1. Give your sales reps access to the hierarchy from contact pages. In Setup, in the Salesforce1 and Lightning Experience Actions section of your contact page layout, add the View Contact Hierarchy action.
    The Actions menu includes the View Contact Hierarchy action unless you customized the contact page layout before Summer ’17.The View Contact Hierarchy action on a record detail page
    The hierarchy shows who reports to whom according to the Reports To field. Sales reps can expand or collapse areas as they navigate. They can view up to 2,000 contacts from each point where they enter a hierarchy. To view contacts in a different part of the hierarchy, a sales rep can enter the hierarchy from a different contact.A contact hierarchy
    Hovering over a contact’s name shows more details.Details shown when you over the name of a contact
  2. You can edit the hierarchy columns to show the information that’s most useful to your sales reps.
    1. In Setup, in the Quick Find box, enter Object Manager and then click Object Manager.
    2. In Contact, click Hierarchy Columns and then edit the columns.
      You can include up to 15 columns.
    Choosing the columns to display in contact hierarchies