Create an account hierarchy

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a parent-child relationship between two accounts.

    Antes de Iniciar

    Role required: One of the following roles:
    • sn_crm_account_data_manager
    • sn_crm_account_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin,
    • admin

    Procedimento

    1. Navigate to All > Customer Service > Customer > Accounts.
    2. Select the desired child account.
    3. Select the parent for this account in the Parent Account field.
    4. Select Update.
      The account hierarchy is displayed in a tree map on the Account form for the parent account.