To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the applicable permission set.
4. Grant View access to the View Hierarchy page on the Account object.
5. Grant Execute access to the View Hierarchy object action permission on the Account object.
6. Navigate to Admin > Configuration > Objects > Account > Object Types.
7. Grant access to the View Hierarchy object type action for the applicable Account object types.

To enable a badge displaying the number of child accounts for each account, grant users edit field permission to the parent_affiliation_count__v and child_affiliation_count__v fields on the child_account__v object.

The parent_affiliation_count__v and child_affiliation_count__v fields are delivered unpopulated. They automatically populate as users view hierarchy records, therefore, edit permission is recommended.

Select View Hierarchy on the Account Detail screen to view the account hierarchy. The hierarchy displays on a separate page and shows all immediate parents and children of the selected account (one level up and one level down). Selecting a related account makes that account the parent account. The view then displays the new related accounts.

Displaying the Number of Child Accounts in Account Hierarchy

To help users quickly identify the largest account in a hierarchy, admins can enable a badge displaying the number of child accounts for each account.

Primary Address in Account Hierarchy

When searching child accounts from the Members section of the Account Detail page, the primary address displays next to each account. This helps users differentiate between accounts based on the address.

It is expected that customers data load both the child_account__v objects and the value for the primary_parent__v field on the Account object so associations are visible in the hierarchy.

Territories in Account Hierarchy

Accounts outside the users’ territory display in the account hierarchy on mobile devices only.

Selecting the Add to Territory action starts one of two processes depending on configuration:

• Add to territory with network configured

• Add to territory without network

Add to Territory with Network Configured

Accounts are assigned to a territory based on the following configurations if Network is configured:

network_naw_assign_all_terr__v Network Setting	enable_user_assigned_territory__v Veeva Setting	Territories assigned to Account
false	false	All previous territories and first directly assigned territory (alpha-sort)
true	false	All previous territories and all of the user's directly assigned territories
true or false	true	All previous territories, and territories (direct and indirect) selected by the user from the Territory Selector dialog 100 territories maximum per user and per account

Add to Territory without Network

The Global Account Search process for adding out-of-territory accounts is used if Network is not configured. For more information, see Adding an Account from Outside a User’s Territory.

Platform Specific Details

Account Hierarchy Scheduling in CRM for iPad

To view the account hierarchy from My Schedule in CRM for iPad, select the hierarchy button for an account. In order for the hierarchy button to display, users must have at least read object permission for the child_account__v object, and the business account must have at least one child account.

When a user selects the hierarchy button, only direct children of the account display in a list format. If a child account has its own child accounts, the hierarchy button displays in the child account row so the user can view those accounts.

Account Hierarchy - CRM for iPad

To view the account hierarchy, select the View Hierarchy tab from the account details screen. An account must have at least one child account to display the hierarchy tab. Only direct children of the account display in the account hierarchy.

For child accounts with their own child accounts, a hierarchy highlight displays on the account icon. Selecting the account refocuses the hierarchy around the child account, and displays that account’s children. For example, selecting a specific practice from a hospital hierarchy displays the practice’s child accounts.

To search for child accounts, enter a search term in the search box in the top center of the screen. Search results display and refresh dynamically as you type.

To perform actions on a parent or child account, select the More Actions button in the account box. The following options are available:

• View Account – Closes the account hierarchy window and opens the Account Detail screen for the selected account
• Record a Call – Creates a new call report for the selected account
• Launch Media – Creates a new call report for the selected account and brings the user directly into the media player