Stop piecing parent-child accounts together by hand. Complete Hierarchies builds, visualizes, and maintains your account hierarchy in Salesforce, so reps spot whitespace and plan accounts with confidence.
Invisible corporate family trees
The Salesforce parent account field requires every parent to already exist in your CRM before a child can be linked to it. Global subsidiaries end up as unrelated records, and reps can’t see the true scope of an enterprise account.
Rigid one-size-fits-all views
Salesforce stores one version of a hierarchy. Go-to-market teams that sell by region, territory, or buying unit get locked into legal ownership structures that don’t reflect how they actually cover the business.
Manual linking that won’t stay current
Reps piece fragments of the same corporate family tree together by hand. Sales Ops cleans up hierarchies that drift out of sync the moment a company reorganizes or a new subsidiary comes into play.
Complete Hierarchies brings account hierarchy visualization into Salesforce, showing parent, child, and inferred accounts alongside related object data in one screen. Reps understand a company’s structure at a glance so they can build smarter account strategies and close more enterprise deals.
Pair Complete Hierarchies with Dun & Bradstreet, ZoomInfo, AI, or your own data provider to automatically maintain parent-child relationship data in Salesforce, link subsidiaries to the right parent, and refresh structures when companies reorganize. Your account hierarchy in Salesforce stays current without spreadsheet cleanup or manual updates.
Split a hierarchy or group accounts together with a drag-and-drop builder so structures reflect your GTM strategy, not just legal ownership. Create multiple custom hierarchies in Salesforce to align territories, account tiers, buying groups, and ABM motions.
With Traction Complete, Archer automated account hierarchies in Salesforce to give their reps clear visibility into global relationships. By eliminating manual processes, they reduced data cleanup time, improved lead routing, and empowered their teams to collaborate and close more effectively.
The automation is amazing. When paired with an account enrichment provider, Traction Complete can build and maintain account hierarchies that can be used to manage account territories or roll up account data. In doing so, we can uncover opportunities for expansion, account territory building and global ultimate account rollups to understand overall penetration.
After implementing Complete Hierarchies, the automated account hierarchies provide us with an automated and complete view of the corporate family tree, that our Go-To-Market teams can leverage to identify whitespace and opportunities for cross-sell/upsell.
It’s a real a game-changer recommended for any Rev Ops and Sales Ops teams looking to enhance the usability of Salesforce account data.
Hierarchies offers unmatched capabilities for maximizing revenue from large customers with automated account hierarchy management. It’s a solution we never knew we needed but now can’t live without.
This powerful suite transforms the way revenue operations teams manage and optimize data. The tools are intuitive and highly effective at keeping data clean, connected, and incredibly easy to work with, leading to substantial productivity gains.
Features
Automatically link parent-child accounts in Salesforce and maintain them in real time. Eliminate 80% of manual data entry while corporate structures stay current.
Save legal, GTM, partner, and custom hierarchy views for the same accounts so every team’s structure fits how they sell.
Surface subsidiaries missing from your CRM and unlock cross-sell, upsell, and land-and-expand opportunities across a global family tree.
Rearrange accounts, split trees, or group territories with a visual builder so hierarchies reflect how you go to market, not just the legal structure.
Roll up revenue, pipeline, renewals, or any custom object across a full account hierarchy without writing code.
Connect Dun & Bradstreet, ZoomInfo, AI, or another data provider to build and maintain hierarchies from the data you already own.
FAQ
The native Parent Account field only supports a single view and needs every parent account to already exist in Salesforce. Complete Hierarchies automatically builds and maintains account hierarchies with multiple views, inferred accounts, and any-object rollup reporting, all inside Salesforce.
It’s data agnostic. Common providers include Dun & Bradstreet, ZoomInfo, HG Insights and Moody’s. But you can also build hierarchies using any Salesforce field like domain or territory ID.
Complete Hierarchies does not require a third-party data provider to build hierarchies in Salesforce. It can use a common identifier from provider data or your own fields, such as a domain or territory identifier. For more complex multi-level structures, it supports custom hierarchy definitions using your own parent and global ultimate relationship fields. It also supports multiple hierarchy views and ongoing maintenance through data provider integrations and AI-enhanced waterfall enrichment.
Yes. Create multiple custom hierarchies in Salesforce to reflect legal ownership, GTM segmentation, territory structure, or partner and channel relationships, all from the same account data.
Yes. It runs as a managed package on the AppExchange with no external integration. Your data stays in your Salesforce org and inherits your security, SSO, and compliance controls.