Platform Hierarchy is a way for managers and sales leaders to manage their teams with a simple user interface, an easy way to filter a whole set of content by a person or a role without having to manually adjust for each. Platform Hierarchy is a top level concept available in the top left of boards and reports across the Platform; including Leads, Contacts, Accounts, People, and Opportunities Dashboards, as well as all Insights Dashboards and Forecasting.

Imagine you're a sales manager and you've set aside your morning for individual pipeline reviews with each of your reps. Maybe you used to keep a time cushion between meetings to prep and recalibrate your reports to apply to a different rep. With Platform Hierarchy, you can walk into your office, pull up the awesome Pipeline Review dashboard you created (and only have to create once) and simply select a rep from a dropdown menu before proceeding with your first meeting. You can drill down into each existing report, with its content filtered down to your rep. Before the next rep has even walked in your door, you've selected the next rep from the dropdown and are ready for your next meeting. Game. Changed.

Check out how quickly this dashboard is not only filtered down to a single rep, but reflects an instant change in content after rep selection.

Hierarchy Types

There are different hierarchy types that organize your employees in different ways, allowing you to group people based on different business processes and outcomes. We currently support Salesforce User/Manager and User Role hierarchies and will soon add Territory and Custom hierarchies!

Salesforce User/Manager Hierarchy

Based on the salesforce "managed by" field: a person reports to a person, tied to that individual by name.

User Role Hierarchy

Based on roles/persona, a role hierarchy is focused on a title structure: a role reports to a role, tied to to whoever is currently in that role. This is based on the SFDC "role" hierarchy.

https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/admin_roles.htm

Hierarchy Management

Admins can manage and preview hierarchies, demonstrating levels specific to your business; who reports to whom based on users or roles/personas.

Click Admin Hierarchy Management to access available hierarchies. Turn hierarchies Off/On using the toggle to the left of each.

Hierarchy Setup

Select an available hierarchy to open the hierarchy setup window, you can toggle the hierarchy Off/On, establish a definition, and add/view tags. When enabled, hierarchies will show on all reports. When disabled, they will not show for any reports.

Preview

From the same window, select the Preview tab to preview the hierarchy. This preview will allow you to see the entire hierarchy, opening levels by clicking on the carrot to the left of names/roles all the way down to the individual of each group. This preview is specific to the type of hierarchy.

Using Hierarchy

Platform Hierarchy not only provides the crucial capability of filtering content by level, it's also incredibly simple to use.

Select Hierarchy Type

All boards or reports in Leads, Contacts, Accounts, People, Opportunities, Insights or Forecasting will offer a Hierarchy Level selector in the top left. Click Hierarchy Level and select a hierarchy type.

Select Hierarchy Level

Now that your hierarchy has been selected, you can use the search bar to search by name/role or scroll through the hierarchy to select a user/role.

The level of hierarchy available will differ for each user based on their level of authorization. For example, the CEO could have access to all levels in the hierarchy, a team leader have access to only members of their team, and an individual rep only have access to their own data. If you think of levels by number, Level 1 being the top of the hierarchy, it looks like this:

Level 1: Access to Levels 1, 2, 3

Level 2: Access to Levels 2, 3

Level 3: Access to Level 3

Once you have selected your desired hierarchy level, all of the content will be filtered to that level. You can change hierarchy type or level at any time and the open board or report will filter content to match in real-time.

If you run into any issues, please contact support.

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