Weflow Hierarchy

The feature lets you define a custom team hierarchy inside Weflow that overrides the Salesforce role hierarchy.

What it enables

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How it works

This lets you mirror your operational org structure inside Weflow without depending on Salesforce’s hierarchy.

• You can manually arrange your Weflow teams into a parent-child hierarchy by dragging and dropping.
• This hierarchy controls which users can access whose recordings and insights.
• After enabling the feature, all existing Weflow teams appear in a flat list.
• You can assign any team to report into another team.
• The structure you create is used only by Weflow; it does not affect Salesforce.