Account Hierarchy Organizer for Salesforce AppExchange
Account Hierarchy Organizer is a Salesforce AppExchange app by d2b International ApS, launched September 2013. With a rating of 4.5★ from 13 reviews, it currently ranks #39 in the Data Visualization category.
AppRanks data: Account Hierarchy Organizer ranks #39 in Data Visualization on Salesforce AppExchange, placing it in the top 18% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Account Hierarchy Organizer is a well-rated Salesforce app with a limited review volume. It is listed in the Data Visualization category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 13 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Free tier available — no card required to evaluate
- +Published by d2b International ApS — established developer track record
Cons
- −Limited review base (13) — ratings can shift significantly with new feedback
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About Account Hierarchy Organizer
Visualize Account Hierarchies with Opportunities and Contacts directly on the Account Detail Page.
Update and maintain Account Hierarchies for large accounts or groups of companies and organizations.
How Account Hierarchy Organizer works
Data Quality and Clean Data are key to successful adoption of your salesforce implementation. Working with account hierarchies can sometimes be challenging: Identifying where the account is in the hierarchy, the opportunities and to which location to the contact is associated is important to know. Moving Opportunities and Contacts, Parenting New (orphan) Accounts, Merging duplicates and Account Owner assignment is part of managing your account records. With Account Organizer you can manage all this in one single view.
The Account Organizer helps you getting the 360 view… Rolling up revenue to Major Accounts Identification of cross sell opportunities Positioning new prospective account into the account hierarchy
Fuzzy Search using our proven matching capabilities. Searching DUNS number from e.g. Data.com, Advanced filtering and support for advanced SOQL queries Integration with DataTrim Dupe Alerts
Key features
- Easy navigation between Accounts, Opportunities and Contacts. All displayed within the hierarchical structure so you know where an opportunity is or where an influencing Contact is located
- Use dynamic filters to display relevant accounts, and default filters to permanently exclude e.g. inactive contacts, contacts with opt-out etc.