Contents:

• Overview
• Use Cases
• Prerequisites
• Configure Account Hierarchies (Mapping)
• Add the Account Hierarchy Visualization to Salesforce
• Configure Related Record Tabs (Visualization)
• Viewing Orphaned & Whitespace Accounts
• Considerations and Best Practices
• Summary

 

Overview

LeanData Account Hierarchies helps you automatically map, build, and maintain multi-level Account hierarchies using enriched hierarchy data in your CRM (for example, legal relationship data from a data provider).

This article will cover on:

• Building and maintaining the hierarchy (mapping).
• Adding and configuring the Salesforce hierarchy visualization.

A separate article covers using the Account Hierarchy Match Node in FlowBuilder.

Use Cases

LeanData Account Hierarchies can help you:

• Understand complex enterprise account structures before outreach.
• Support territory planning and coverage reviews across subsidiaries.
• Improve operational visibility by viewing key related records (such as Contacts, Opportunities, or Cases) across an entire hierarchy.
• Identify potential whitespace or gaps in hierarchy data, depending on your enrichment provider and configuration.

 

Prerequisites

Before you begin, confirm the following:

• Your org has enriched hierarchy data available (for example, a unique company identifier and a parent identifier).
• You have admin access to configure LeanData, and access to update Salesforce Account page layouts.

 

Configure Account Hierarchies (Mapping)

You must build hierarchy data before it can be visualized.

1. In the LeanData app, navigate to Routing > Account Hierarchies > General tab.

   

2. In the Settings section, enter a Name for the hierarchy build.

3. (Optional) If you wish to use the Whitespace Discovery feature to find Accounts that do not currently exist in your CRM, you may toggle this option on.

   • Please note: using Whitespace Discovery requires that you connect LeanData with an enrichment provider.
   • For more information, please see the Account Hierarchies - Whitespace Discovery Guide.

4. In the Object & Field Mapping Section, choose the object where the enrichment data lives.

   • Example: Account or a provider object (such as a D&B company profile object).

     

5. Under MappIng Fields, select the fields used to build the hierarchy.

   • Choose the field that contains the company’s unique identifier (sometimes called “Self ID”).

   • Choose the field that contains the parent company identifier (sometimes called “Parent ID”).

     

6. (Optional) Enable the Write to Parent Account Field setting to update the standard Salesforce Parent Account field.

   • This setting is useful if you want Salesforce-native hierarchy behaviors (and other tools) to reference the same parent mapping.
   • If you do not enable it, LeanData can still build and maintain the hierarchy for visualization.

7. At the top of the page, click blick Build Hierarchy (or Rebuild Hierarchy)

   • The build may take time to complete, depending on data volume.

8. Review any build warnings or issues.

   • If the configuration page provides an Issues table or warnings (for example, circular references or missing values), address those issues and re-run the build.

 

Add the Account Hierarchy Visualization to Salesforce

You can add the LeanData account hierarchy visualization to Salesforce Account record pages using a Visualforce component.

1. In Salesforce, go to Setup.

2. Navigate to Object Manager → Account.

3. Select Page Layouts.
    

   

4. Open the specific Account Page layout you want to update.

5. In the page layout editor, select Visualforce Pages.

6. Drag LeanDataAccountHierarchyView onto the layout.

7. On the Visualforce Component on the page layout, click the Wrench icon in the upper right to open the Visualforce Page Properties editor.

   • Height (in pixels): 800 (recommended).

     

   • Click OK

8. In the Page Layout palette at the top at click Save to save your page layout changes.

After saving, the Hierarchy Visualization should appear on this specific account layout.
 

Configure Related Record Tabs (Visualization)

You can configure tabs in the hierarchy visualization to display related records (for example, Contacts or Opportunities) across the entire hierarchy.

1. In the LeanData app, navigate to Routing → Account Hierarchies → Hierarchy View.

   

2. Click Add Object.

3. Select the object you want to display.

   

   • Common options include Leads, Contacts, Opportunities, Cases, and Tasks.

4. Configure the columns.

   • Choose the fields to display. Give each field a clear label which will display on the visualization.

   • Click Add Field to add more fields.

   • Reorder the fields as needed.

     

5. Configure rollup footers if you wish to calculate and display rollup metrics across hierarchies. These rollups metrics will appear at the bottom of your visualization.

   • Select which field you want to aggregate, an operator for how you wish to aggregate the metrics, and a label for your rollup metric.

     

   • Click Add Rollup to add more Rollup metrics.

6. Configure sorting.

   • If there is a sort order setting, use it to prioritize the most relevant related records.

     

7. Choose a Record Display Limit. LeanData will only display records up to the limit you set here (up to 1000 records)

   

8. Click Save Changes in the upper right of the page
    

Viewing Orphaned & Whitespace Accounts

To view orphaned Accounts (Accounts without a Parent) or Whitespace Accounts (Accounts in the hierarchy that are missing from your CRM) navigate to the Account Management Tab.

For more information on Whitespace Accounts, please see the Account Hierarchies - Whitespace Discovery Guide.
 

Considerations and Best Practices

• Validate your enrichment fields before building. A clean, stable unique identifier and parent identifier are key to a reliable hierarchy.
• Permissions affect what users see. The visualization respects Salesforce record visibility and field-level security. If a user cannot access a record, it may be hidden or shown with limited information, depending on the visualization behavior in your release.
• Related record limits may apply. If the visualization limits the total number of rows shown (for example, up to 1,000 records), use your related object configuration and sorting to keep the most relevant records visible.

 

Summary

LeanData Account Hierarchies lets you build and maintain multi-level account structures using enriched hierarchy data, then visualize those hierarchies directly on Salesforce Account records. You can also add related record tabs to support account planning and operational visibility across the entire hierarchy.

For questions or additional assistance, please contact LeanData Support.