Share this article…Account hierarchies in Salesforce help build and visualize large corporate family trees with subsidiary accounts. Native Salesforce is a great tool to get started, however, there are critical data architecture and process considerations that affect the usability and functionality of more complex account… Read More …
Here are highlights from article Evaluating Account Hierarchies in Salesforce | Salesforce Ben
1. Importance of account hierarchy data:
– Account hierarchy data helps build and visualize large corporate family trees with subsidiary accounts.
– Third-party data enrichment tools like Dun & Bradstreet, ZoomInfo, etc. are useful for enriching leads and accounts.
2. Difference between buying account hierarchy data and building in Salesforce:
– Buying account hierarchy data does not automatically mean that you can visualize an account hierarchy in Salesforce.
– Building account hierarchies in Salesforce is like building a house – you need to put the materials together.
3. Building account hierarchies in native Salesforce:
– Native Salesforce functionality allows for building and showing relationships between parent accounts and subsidiaries.
– Customization options are available in Lightning Experience to display useful information for sales reps.
4. Limitations of native Salesforce account hierarchies:
– Lightning Experience only allows for one account hierarchy, which can be limiting for teams that need different ways to visualize accounts.
– Child accounts can only belong to one parent, which may not be suitable for cases where subsidiaries operate in multiple regions or deal with multiple product lines.
– Manual and time-consuming process of chain linking accounts can lead to incomplete or fragmented hierarchies and missed opportunities.
5. Technical limitations of Salesforce standard hierarchies:
– Salesforce’s standard hierarchies have a depth limit of 500 levels, which may not be sufficient for complex organizations.
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Source from salesforceben(dot)com