Create an account hierarchy
Create a parent-child relationship between two accounts.
Before you begin
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
Procedure
Navigate to All > Customer Service > Customer > Accounts.
Select the desired child account.
Select the parent for this account in the Parent Account field.
Select Update.
The account hierarchy is displayed in a tree map on the Account form for the parent account.