The Account Hierarchy is used to link an Account record to a
Parent Account record. This association
could represent linking a Financial Institution’s Headquarters to a Branch location.
To setup the Account Hierarchy
1. Create the Account record that will be at the top of the hierarchy.
2. Create the Account record that will be on the step below the top Account record and in the Parent Account field, select the Account record, previously created. Populating the Parent Account field creates the hierarchy.
3. To view the Account Hierarchy, on the the highlights bar, click the Hierarchy icon. The hierarchy will display.
