Hierarchies show how records are related to one another. A hierarchy contains first-level nodes, child records, and relationships between the records.
For example, in the Supplier hierarchy, the PQR Internationals record is the first-level node. The hierarchy contains the John Smith record and a relationship from the PQR Internationals record to the John Smith record. The relationship shows that John Smith is a contact of PQR Internationals.
The hierarchical relationships that you can create depend on your hierarchy model.
Hierarchies page
Use the Hierarchies page to create, manage, and delete hierarchies. The page displays active, draft, and pending hierarchies and groups the hierarchies based on the hierarchy model.
You can also filter to view your draft hierarchies only.
The following image shows a sample Hierarchies page:
Hierarchy tab
Use the Hierarchy tab of a record to view the hierarchies a record belongs to. The page displays active, draft, and pending hierarchies and groups the hierarchies based on the hierarchy model.
You can also view the child and parent records in the hierarchy.
The following image shows a sample Hierarchy tab:
Note: The panels that display on the Hierarchy tab of a record might be different based on your role.
