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Overview

 

Excerpt

In this section, you will find information about the creation of a corporate group in Salesforce. Corporate Group is used to structure accounts and create a hierarchy of accounts in the system.


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Step By Step

Create a Corporate Group allows you to link a set of accounts to their “Mother company” (legal structure), and get a top down view on an account hierarchy

Image RemovedTo create a Corporate Group, click on Create New… and then click on AccountImage RemovedImage Added
Image RemovedSelect “Corporate group” from the record types proposed to youImage RemovedImage Added
Image RemovedEnter now the name of the Corporate Group (Account Name), tick the checkbox Confirm that the 5 conditions are met, define the creation reason and finally click on SaveImage RemovedImage Added
Image RemovedDone! The Corporate Group is now created in SalesforceImage RemovedImage Added
Image RemovedOnce the Corporate Group is created, an automatic approval request is sent to Sales & Marketing for approving the new Corporate Group. During this period, Corporate Group is locked and can’t be used in other part of the system.
•The status of the approval is visible on the Corporate group page :
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Image RemovedOnce the Corporate Group is validated, you can link accounts to it by using the “Parent Account” fieldImage RemovedImage Added
Image RemovedSales & Marketing will receive an email notification, will review the request, and accept or decline it by clicking on Approve / RejectImage RemovedImage Added

Image RemovedComments can be added before clicking on Approve or Reject

Tip
•If the Corporate Group creation is validated, status is updated to “Validated” and Corporate Group can be used in the system as Parent Account several accounts. By default all the Corporate Groups loaded at go-live will be on status “Validated”
•If the Corporate Group creation is rejected, status is updated to “Rejected” and no one can use the Corporate Group in the system.
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