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Account hierarchy Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Allows to display all the accounts part of a same “Corporate Group”. The Account hierarchy allows to have a consolidated view on business interactions and to manage global consolidation and reporting at a “Corporate Group” level.

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Account Owner Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Each Account in Salesforce must have one and only one “Account Owner”. The Account Owner is in charge of the maintenance of his accounts. He keeps the related data up to date and maintains the account team upon request from other BUs/GBUs. For prospects, Account Owner is the creator, the sales rep who created the prospect in Salesforce. For customers, Account Owner is “SAP User”, a generic name meaning the account is controlled by SAP.

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Corporate Group Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

A Corporate Group allows to create an account hierarchy in Salesforce.com. It groups all the accounts which are part of a same 'legal' entity. The Group is based on the nature of the account, not based on GBU/BU criteria, nor on business rationales. It can be built in the system through a 'Parent account' relationship.

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GBU customer segmentation Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Functionality in Salesforce.com allowing you to link an account to your GBU. By doing so, you can easily find active accounts for your GBU through specific views and report on them

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customer segmentation

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