Anchor
top
top

Overview

Excerpt
In this section, you can find information about how to assign an account to a corporate group in Salesforce.

Concerned profiles:

Sales - Customer Service Representatives - Data steward (all except Supply Chain & Quality and Strategic Marketing profiles)

Table of Contents

indent	30px
exclude	Overview\|Table of content

In some cases, you may consider relate a new customer to a Corporate to include it in the Group.
To assign the customer to a Corporate Group, open the customer and update the Corporate Group	Image RemovedImage Added
Once the update is done, a approval is automatically submitted to the GBU Data Steward for validation. He/she will manage the validation and make sure it’s reflected in the SAP systems as well.	Image Added
If the association is rejected, the Corporate Group field is reset to the previous value => New in Winter 17' Release	Image AddedImage Removed