The Relationship Hierarchy report displays user role, account, and contact hierarchies. All the hierarchies can be rapidly edited. A variety of reports can also be generated. This is useful for cleaning up user roles and documenting all hierarchies for compliance. This interface is available by right clicking an item on the desktop and also from the Options Menu.
The Metazoa Snapshot Relationship Hierarchies Report provides a comprehensive view of the common hierarchies in a Salesforce organization, enabling users to view, edit, and report on these hierarchies. This documentation walks through the essential features and functionalities of the Report.
User Role Hierarchy
- The User Role Hierarchy provides essential data security features.
- Users can scale and zoom their view according to preference.
- The hierarchy allows for reparenting of user roles through a simple drag-and-drop interface.
- Two view modes are available: Tree View and List View. Both views allow for reparenting.
- Upon selection of a user role, the users assigned to that role appear in the right-side list.
- Use the "Assign Users" button to edit the users listed on the right.
- Users can create a new role, which will be available as a child of the currently selected role.
- Roles can also be deleted as per user requirements.
- The Account Hierarchy tab offers a list of accounts on the right to work with.
- Selecting an account will display its specific hierarchy.
- The "Select Accounts" button allows users to choose different groups of accounts from available ones.
- Once an account hierarchy is selected, users can edit it by bringing new accounts in or out of the group.
- Changes to the hierarchy are immediately reflected in the view.
- Users can customize the display of their account hierarchy by using the "Change Display" button.
- Additional details like billing zip code can be added to the display.
- The hierarchy can also be color-coded for better visualization. For instance, any account name that contains a specific word can be highlighted in a particular color.
- The "View Hierarchy" feature allows users to view the contact hierarchy for a selected account.
- Double-clicking an account switches the view to its corresponding hierarchy of contacts.
- Similar to the account hierarchy, users can edit the contact hierarchy and add or remove contacts.
- The display for the contact hierarchy can also be customized and color-coded as needed.
- The "Select Reports" tab displays the user role hierarchy, all account hierarchies, and contact hierarchies that the user has been working with.
- Users can add these to the right-side view and display report tab.
- This tab allows users to create comprehensive reports of all user roles, accounts, and contacts that they've been working with.
- Reports can be scheduled as per standard procedures.
The Metazoa Snapshot Relationship Hierarchies Report offers a comprehensive suite of tools for managing and reporting on user role, account, and contact hierarchies within Salesforce. Its user-friendly interface and customizable features ensure efficient management of these crucial organizational components.