Skip to main content

#Account Hierarchy Setup0 人正在讨论

For example, is there a difference in limitation:

Scenario 1: Parent Account -> 10 Child Accounts, maximum child records? 

Scenario 2: Parent Account -> 10 Child Account -> 2 Grand-child accounts per account -> how many levels can there be in this type of hierarchy?

 

#Hierarchy #Account Hierarchy Setup

1 个回答
0/9000

Hi all--I am looking for anything on best practices for account hierarchy setup.  We are revamping our current account structure (which was done basically flat with haphazard naming conventions).  I am trying to introduce the parent account structure and child accounts.  Right now management wants one parent and all the other accounts as children (so again pretty flat) and I was wondering if there is any best practice documents I can review an use in our discussions going forward.  Thanks!

6 条评论
  1. 2016年1月20日 23:13
    @Johan Yu Totally get that! :-) We've managed to keep it pretty streamlined, especially since now the Account data in Salesforce for a specific record type feeds our SAP system when certain criteria are met.
0/9000