Universal Hierarchy Viewer

Highlights

• Universal Object Support: Navigate hierarchies for any standard or custom object with self-lookups or parent-child relationships. Multiple objects in the same Hierarchy
• Drag-and-Drop Reparenting: Easily move records within the tree structure to update parent relationships in real-time.
• Extensible Action Framework: Launch Flows, Apex actions, or record navigation directly from the tree grid interface.
• Global Hierarchy Search: Quickly locate any record within the tree structure using the integrated real-time search and filtering bar.
• Multi-Select Record Mover: Select and move multiple records at once to restructure large hierarchies in seconds instead of one by one.
• Inline Editing: Real-time data updates directly within the hierarchy rows.

What Universal Hierarchy Viewer does

Overview

The Universal Hierarchy Viewer is a high-performance LWC designed to overcome standard Salesforce hierarchy limitations. Built for scale, it allows users to navigate complex relationships across any standard or custom object in a unified, interactive interface.

Key Features

Universal Object Support: Works with any object using self-lookups or parent-child relationships.

Interactive Drag & Drop: Effortlessly reparent records within the tree to update data in real-time.

Performance at Scale: Utilizes lazy loading to support deep hierarchies and large datasets without lag.

Advanced Navigation: Includes global search and breadcrumb navigation for a seamless experience.

Extensible Actions: Launch Flows, Apex, or URL navigations directly from tree nodes.

Business Value

Data Hygiene: Quickly identify and fix misaligned records with intuitive visual tools.

Productivity: View and act on related records from a single screen to eliminate "tab fatigue."

Native Security: Fully respects Salesforce CRUD, FLS, and Sharing Settings.