AppyWise Multi-Account Hierarchy
Organize Salesforce accounts into multiple hierarchies linked to parent or key accounts.
AppyWiseFree
Bopsy Account Hierarchy
by BopsySalesforceFree
Manage account hierarchies in Salesforce with automatic ultimate-parent population, hierarchy-position fields, and configurable data rollups.
PRICINGFree
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Bopsy Account Hierarchy manages account relationships in Salesforce. It automatically populates ultimate parent accounts and provides a field showing where each account belongs in the hierarchy. Custom metadata settings control data rollups through the hierarchy for reporting.
Key capabilities
from the Salesforce AppExchange listingUltimate parent population
Automatically populates the ultimate parent account in an account hierarchy.
Hierarchy position field
Provides a field showing where an account belongs within the hierarchy.
Configurable data rollups
Rolls up figures through the hierarchy using custom metadata settings.
How it compares
AppyWise Multi-Account Hierarchy groups accounts by categories such as geography, partner, supplier, distributor, or OEM accounts and works with the standard Account Hierarchy. Bopsy Account Hierarchy focuses on automatically populating ultimate parent accounts, showing hierarchy position, and rolling up figures through custom metadata. iTools Customizable Account Hierarchy displays selected standard, custom, or related object fields and customizable related-object tabs in the Account Hierarchy. RollUp Magic focuses on rollups beyond the capabilities of standard Salesforce roll-up summary fields.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| AppyWise Multi-Account Hierarchy | Free | Cloud | |
| iTools Customizable Account Hierarchy | Paid | Cloud | |
| RollUp | Freemium | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Analytics
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«The Bopsy Account Hierarchy package is a powerful tool designed to streamline the management of account hierarchies within Salesforce. It enables automatic population of ultimate parent accounts and facilitates data rollups through custom metadata settings. By leveraging this package, organizations can efficiently …»