Hello there,
We have many clients that rent from us.
Some have multiple businesses.
For Examample contacts name is Joe Bloggs he has 4 companys names:
Blogs Shoes
Blogs Hair
Blogs Mobiles
Blogs Pet Care
At the present moment we are creating 4 seperate accounts for each company and creating an opportunity for each hire, with no visibility to see that they are linked which is causing upteen amount of problems.
What is best practive for dealing with this ?
We have salesforce enterprise.
Thank You
2 件の回答
If they really are distinct Companies, you could create a Parent Account (like Bloggs Industries, or BloggCorp). Then use the standard Parent Account field on the Account records to link the subsidiaries/divisions to their Parent.
Taking it a step further you might wanna create a custom "Ultimate Parent Account" field like this (it will make Opportunity Reports a LOT cleaner)
Tips & Tricks: Formula to create "Ultimate Parent Account" for Opportunity Pipleline Reports
https://success.salesforce.com/answers?id=90630000000ChkPAAS
