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
|To customize hierarchy columns:
|To change the Reports To field on a contact:
||Edit on Contact
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 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.
Hovering over a contact’s name shows more details.
You can edit the hierarchy columns to show the information that’s most useful to your
In Setup, in the Quick Find box, enter Object Manager and
then click Object Manager.
In Contact, click Hierarchy Columns and then edit the
You can include up to 15 columns.