iTools Customizable Account Hierarchy for Salesforce
- Category rank
- #18 in Sales Intelligence
- Price from
- $3.25 / user / month (USD)
- Listing audit
- 62/100
iTools Customizable Account Hierarchy is a Salesforce AppExchange app by Insitu Software, LLC. With a rating of 4.9★ from 35 reviews, it currently ranks #18 in the Sales Intelligence category.
iTools Customizable Account Hierarchy is the #18 ranked Sales Intelligence app on Salesforce, with a 4.9 average rating from 35 reviews, as a paid app, as of Nov 5, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 5, 2026
iTools Customizable Account Hierarchy ranks #18 of 370 in Sales Intelligence on Salesforce. It holds a 4.9★ average from 35 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +4.9★ average across 35 reviews
- +Listed on Salesforce since 2009
Cons
- −Only 35 reviews — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About iTools Customizable Account Hierarchy
How iTools Customizable Account Hierarchy works
Create a more comprehensive view of a company and its subsidiaries. Choose any standard, custom or related object field to display in the Account Hierarchy and customizable related object tabs. Point and Click interface to set up a global configuration with overrides available by profile, role and user. Expand/Collapse, 3-way Column Sort, Printable View and Export capabilities, plus Contact Org Chart View to see all Reports To relationships. Configure Tab views to filter the list of items displayed. New ‘From Here Down’ filter to show just a specific branch of the hierarchy. Use the iTools Hierarchy Builder to create/maintain parent account relationships. iTools continues to add more account hierarchy functions for parent/child accounts. Making Account Hierarchies useful in reports, charts and dashboards is super easy using our iTools Ultimate Account ID for Account Hierarchy Members which also supports creation of Roll-up Summary Fields for Account - Account (Hierarchy) Relationship and Account Hierarchy formula fields/functions. For larger accounts, there is no better way to analyze facts, manage relationships & coordinate activities across all entities.
Key features
- Customize the Account Hierarchy and related object tabs to show information most relevant to you. Supports both Lightning and Classic
- Easily report on Account Hierarchy information. Create reports, charts and dashboards to summarize data for all accounts in a hierarchy (and related data).
- Must install iTools Configuration Manager prior to iTools Customizable Account Hierarchy. See configuration guide for details.