Overview
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 content
Step By Step
Assign an account to a Corporate Group | |
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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 |  |
 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. |  |