Many companies have the main head office (parent account) and a bunch of branch offices (child accounts). Now, they may have separate accounts for different divisions or branches of the same company and associate them to the company’s main account.
By this, say you are trying to talk business with a company - Acme Communications. It would be so much easier to approach them if you knew that their main division is already your customer. This feature helps you identify such associations and leverage it to close deals better.
Also, with this, the sales managers may keep track of what’s happening in each branch (contacts, deals won) of a specific company and handle operations and revenue much better.
To enable the parent field in Accounts,
Login to the web application and go to Admin Settings > Accounts
If the field parent account is not present in the Accounts page, click Add field, search for parent account and click Add Selected
Let us see how to link all associated accounts.
In the left nav bar, go to CONTACTS AND ACCOUNTS > Accounts
Choose a child account and click Edit.
Now, associate it with the parent account using the Parent account field.
Enter the name of the parent account that you want to map it to.
Alternatively, you can also click the pencil icon near the Account logo and add the parent account
Note: A sales account can have only one parent account. But, they may have multiple child accounts.
How do I view all child accounts from a parent account?
Go to the Account landing page.
Click the Account hierarchy icon on the right to view the child accounts.
How do I know a given child account’s parent?
You can find the parent account under the account’s website link.
What is the maximum level of hierarchy that is allowed?
Five nested parent accounts can be created.
How many child accounts can one parent have?
A maximum of 50 child accounts can be created for a single parent account.
Note: 1. Parent-child account association is not supported in a.Data Migration b.Workflow automation 2. If a user has access to the parent account, then by default she/he has access to all associated child accounts.