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 | |
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 David opens the prospect for which he wants to create a relationship |  |
 David scrolls down until the section Related Accounts and clicks on Create New Relationship |  |
 David selects the related account and the GBU involved and clicks on Save |  |
 David consults the record created and clicks on the account name to come back to the account page |  |
 On the Account page, David can see he’s successfully created a relationship |  |
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