Stay ahead in the Salesforce ecosystem by revamping your account hierarchy experience. If you’re looking to overhaul your current system, consider these five key areas to focus on for maximum impact and efficiency.
1. Data Cleanup and Deduplication
– Regularly clean up data to maintain the integrity of your account hierarchy.
– Use data deduplication tools to merge or remove duplicate accounts, ensuring a single source of truth.
2. Define a Clear Account Hierarchy Strategy
– Establish clear criteria for parent and child accounts based on your business model.
– Implement a governance model to manage changes and ensure hierarchy remains relevant and useful.
3. Leverage Salesforce Features
– Utilize built-in Salesforce features such as Account Teams and Territory Management to better organize your hierarchy.
– Consider using Custom Metadata Types for flexible, scalable, and maintainable hierarchy structures.
4. Customization and Automation
– Create custom fields, objects, or automation rules to support unique business processes related to account hierarchy.
– Implement workflows or process builders to automate the maintenance and update of account hierarchies.
5. User Training and Adoption
– Provide comprehensive training to users to ensure they understand how to navigate and manage the account hierarchy.
– Encourage user feedback and continuously refine training materials and processes to improve adoption rates.
By focusing on these key areas, you can create a more organized, accessible, and effective account hierarchy within Salesforce that aligns with your business needs and enhances user experience.
You can read it here: https://sfdc.blog/bBsRr
Source from salesforceben(dot)com