Building Salesforce account hierarchies is complex and time-consuming. In this session, Riley Smith (Lead Systems Architect, Klaviyo), Ann-Marie Fleming (Product Marketing Manager), and Adam Brewell (Director of PreSales) walk through how automation and AI can simplify hierarchy management.
You’ll learn:
- The real cost of building hierarchies from scratch in Salesforce
- How automation reduces manual effort and keeps hierarchies up to date
- Where data providers add value and how to build on that foundation
- How AI fills in missing relationships and supports advanced custom views
- Why better hierarchies are foundational for whitespace visibility, territory design, and accurate NRR tracking
