Native Salesforce roll-up summary fields only work on master-detail and break the moment you need hierarchy-level totals. Complete Hierarchies gives you:
Salesforce roll-up summary fields only handle master-detail
Salesforce roll-up summary fields aggregate direct children of a master-detail relationship and nothing else. The moment you need to roll up across a lookup relationship or a parent-child account hierarchy, the native feature goes quiet.
A free roll-up tool in Salesforce fills the gap, until it doesn’t
Admins often rely on free roll-up tools to extend Salesforce. As data volume grows and requirements evolve, jobs slow down, schedules fall behind, and new questions like “calculate NRR for this account hierarchy” push beyond what these free tools can handle.
No single account hierarchy report in Salesforce to work from
Without hierarchy-level reporting, no one has an account hierarchy report in Salesforce that answers the real question, “how much revenue does this whole family tree generate?”. Sales Ops rebuilds the answer in a spreadsheet every quarter.
Complete Hierarchies includes built-in hierarchy and any-object roll-up reporting so you can track sales performance, NRR, and account health across parent and child accounts. Answer questions like “how much revenue does this family tree generate?” without custom code, packages, or data exports.
If your team relies on a roll-up helper tool, you’re limited by brittle logic, slow recalculations, and no visibility into the hierarchy itself. Complete Hierarchies rolls up data alongside the hierarchy it describes, so reps and admins see the same picture in one native, supported tool.
Use the drag-and-drop builder to group accounts the way your business sells, then run account hierarchy reports in Salesforce using those custom groups. Create roll-ups for regions, product lines, territories, or ABM tiers without restructuring your parent account.
With Traction Complete, Stukent rolls up opportunity and account data across hundreds of district hierarchies in Salesforce, giving leadership one accurate view of pipeline. By eliminating duplicates through rolled-up account context, the team sharpens forecasts, tightens territory planning, and gives executives numbers they trust.
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
Aggregate pipeline, revenue, and renewals at the ultimate parent level across a full account hierarchy. Answer “how much is this customer worth?” in a single report.
Roll up opportunities, contracts, usage data, renewals, or any custom object across lookup relationships. Go beyond master-detail without writing code.
Roll up renewal, expansion, and churn amounts across a customer hierarchy to track net revenue retention natively in Salesforce.
Run roll-ups against legal, GTM, partner, or custom hierarchy views. Report on the same accounts grouped the way each team actually operates.
Group accounts into territories, product lines, or strategic segments with a visual builder, then roll data up against those custom structures.
Pair with Dun & Bradstreet, ZoomInfo, HG Insights, Moody’s, AI, or your own Salesforce field so hierarchies and the roll-ups on top of them stay current through reorganizations.
FAQ
DLRS is a free tool Salesforce admins use to create rollups across lookup relationships, extending beyond native roll-up summary fields that only work on master-detail relationships. It works well for many use cases, but often relies on scheduled or triggered jobs to calculate and update values. It also does not natively account for account hierarchies or custom account structures. Complete Hierarchies defines custom account structures and runs roll-ups across those structures, so roll-ups reflect how your accounts are actually grouped.
Yes. Roll up revenue, product usage, renewal value, or any custom object across parent, child, and inferred accounts in the same report.
Organize customer accounts into hierarchies that mirror your customer segments, then roll up renewal, expansion, and churn values across each hierarchy. Complete Hierarchies manages the roll-up process, so your team can spend less time calculating and more time analyzing NRR.
Native roll-up summary fields are limited to master-detail relationships and direct children. Complete Hierarchies extends roll-up reporting to lookup relationships, custom hierarchies, and any Salesforce object.
No. Complete Hierarchies is no-code. Your RevOps or Salesforce admin can build and update roll-up reports through a visual configuration screen without writing Apex or deploying a package.