About 65% of the population are visual learners (Mind Tools, 1998). CRM gets that. With hierarchy visualizations, you get to see how your data interrelates sans the rows, columns, and headaches.
Once a relationship is identified as hierarchical and the records are linked, CRM puts together an interactive chart representing those records as tiles. Each tile displays a few fields found on that record. You can also select multiple tiles and work with a subset of the hierarchy.
To get started, you must first define the relationship as hierarchical in the Hierarchy Settings section of the entity inside the solution. Then give it a name and specify the default view form. In this post, we’ll use the default “Parent Account” relationship to represent how some sample account records are linked.
Either next to the record on a list of records or inside a record itself, you will find a pyramid symbol.
List View 
Inside Record
Clicking on it will take you to the all-new, interactive visualization of your data.
With this feature you can run reports, explore the relationship, edit, share, follow, and much more. Now to stay grounded, let’s take note of its limitations:
- Only one self-referential (1:N) relationship is allowed for each entity. The primary entity and the related entity must be the same type.
- Can only view records for a single entity, not multiple entities (only accounts, not accounts and its contacts).
- Maximum of four fields can be displayed on a tile.
- Not available to all out-of-the-box entities, but is available to all custom entities.
This visualization is a great tool for anyone looking to gain an overall view of their data. If you need help configuring this feature in your organization, just contact us here.
