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AccountHierarchySetupInstructions
MakesuremydomainhasbeensetupforyourSalesforceinstancebeforeeditingyourpage
layout

AddtheHierarchyPreviewComponenttotheAccountrecordpagelayout
WhenviewinganAccountrecordchoosetheEditPageoptionfromthegeariconat
thetoprightofthepagetoloadtheLightningAppBuilder
FromtheCustomLightningComponentsectiondragtheAccountHierarchytoyour
desiredlocationinthecanvas
ClickSave
Activatethepage
ClickBacktoreturntotherecordpage

AddtheViewHierarchyactiontotheAccountrecord
FromSetupnavigatetoCustomizeAccountsPageLayouts
ClickEditnexttothelayoutyouwanttoaddtheViewHierarchyactionto
ClicktheSalesforceActionsitemintheAccountLayoutbuilder
DragtheViewHierarchyactiontotheSalesforceandLightningExperienceActions
sectiononthepagelayout
ClickSave

Customizethecolumnsthatappearonyourhierarchy
FromtheAppLaunchertoprightcornerofthepagechooseAccountHierarchy
SelectAccountHierarchySetup
FromtheAvailablesectionchooseuptofieldsyouwouldliketodisplayandarrange
themintheorderyouprefer
Selectuptofieldsyouwouldliketodisplayinthehoverdetails