Color-Coding Accounts in the Account Hierarchy
Different types of accounts can be color coded in the hierarchy for easy identification. Color can also be used to indicate other account attributes, for example, object type, for quick identification.
For example, an organization's users focus on visiting HCPs with DO, MD, or NP credentials. To highlight these accounts, the admin modifies the formula in the color_v field on the account__v object to display these accounts in red on the account hierarchy.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- End Users
Configuring Color-Coded Accounts in the Account Hierarchy for
End Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Modify the formula in the color__v field on the account__v object to indicate the color of an account attribute. Valid color values are specified in the color__v field on the call2__v object.
The example formula shown below sets non-person accounts to green and all other accounts to clear.
If(Not(ispersonaccount__v), 'green__v', 'clear')
Do not add the color__v field to a layout. The field cannot be directly translated.
Using Color Coded Accounts in the Account Hierarchy as
End Users
When users view the account hierarchy, accounts display in the colors defined by the admin.
