Display the Account at the Top of the Account Hierarchy in the Account Overview Tab

You can make it easy for salespeople to see the top of the account hierarchy by exposing the Ultimate Parent field on the Edit Account Overview tab. If you don't expose this field, salespeople can still view the top account, but they must traverse the account hierarchy itself.

1. Create and enter a sandbox with Application Composer.

2. In the navigation tree, expand Standard Objects, and then expand Account

3. Click the Pages node.

4. Ensure that the Application Pages tab is selected.

5. In the Details Page Layouts region, open a custom layout or create a custom layout by duplicating the standard layout.

6. In the custom layout, click Edit (the pencil icon highlighted in the screenshot) for the Account Overview Subtab.

   

7. In the Configure Detail Form, select Ultimate Parent from the list of Available Fields and move it to the list of Selected Fields.

8. Move the field right above the Parent Account field.

   

9. Click Save and Close.

10. Click Done.

11. To test the changes, view the Account Overview page for an account.

12. Publish the sandbox.