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Overview

Excerpt
In this section, you will find information about related accounts. The Related Accounts allows to link accounts from different legal structures and have real business connections in Salesforce

Concerned profiles:

Sales - Customer Service Representatives (all except Strategic Marketing and Technical Teams & Sales Development)

Table of content

Table of Contents

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Step By Step

Definition & Objectives

Definition:

•The Related Accounts object is used to manage the relationship between accounts (Sold-to & Ship-to) in Salesforce and display incoterms and payment terms (coming from SAP) used during the last transactions with the customer.

•SFDC users will be able to link Accounts not belonging to the same legal structure and understand the real business connecctions between them that through SAP wouldn’t be possible.

•In the Account page all connections will be displayed and inmediate information of payment terms and Incoterms will be available for negotiations purposes.

Objective:

•The Related Accounts allows to link accounts from different legal structure and have real business connections in Salesforce

Relationship between 2 accounts
Opens David opensthe prospect for which you want to create a relationship	Image RemovedImage Added
Scroll David scrolls down until the section Related Accounts and click on Create New Relationship	Image RemovedImage Added
Select David selects the related account and the GBU involved and click on Save	Image RemovedImage Added
Consult David consults the record created and click on the account name to come back to the account page	Image RemovedImage Added
On the Account page, you can see you have successfully created a relationship Image Removed	Image Added