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Account Hierarchy Organizer

Flexible Account Hierarchy for Salesforce™

Overview

Visualize Account Hierarchies with Opportunities and Contacts directly on the Account Detail Page. Update and maintain Account Hierarchies for large accounts or groups of companies and organizations.

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See How Account Hierarchy Organizer Works

  • Easy navigation between Accounts, Opportunities and Contacts. All displayed within the hierarchical structure so you know where an opportunity is or where an influencing Contact is located

  • Use dynamic filters to display relevant accounts, and default filters to permanently exclude e.g. inactive contacts, contacts with opt-out etc.

  • Manage hierarchies, by finding orphan account to include, Merge duplicate accounts and contacts. Move Opportunities and Contacts, add contacts to campaigns etc

Data Quality and Clean Data are key to successful adoption of your salesforce implementation. Working with account hierarchies can sometimes be challenging: Identifying where the account is in the hierarchy, the opportunities and to which location to the contact is associated is important to know. Moving Opportunities and Contacts, Parenting New (orphan) Accounts, Merging duplicates and Account Owner assignment is part of managing your account records. With Account Organizer you can manage all this in one single view. The Account Organizer helps you getting the 360 view… Rolling up revenue to Major Accounts Identification of cross sell opportunities Positioning new prospective account into the account hierarchy Fuzzy Search using our proven matching capabilities. Searching DUNS number from e.g. Data.com, Advanced filtering and support for advanced SOQL queries Integration with DataTrim Dupe Alerts

Categories

Business Needs
Sales
Data Management
Data Visualization
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Supported Languages
English

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