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Dreamforce 2010: How do I represent both my customer and my legal entities to reconcile product servicing with relationship management? And achieve a single view on top of all that? It may sound difficult, but we're ready to walk you through the whole process! Join us as we look at several customer examples and discuss topics like relationship groups and householding, parenting, partners that are also customers, multiple affiliations, reporting, and much more.
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Modeling Complex Account HierarchiesEnterprise Track
Derek Laney: salesforce.comIrene Von Toussaint: CA TechnologiesMurali Arumugam: Citi Private Bank
Objectives
Examine 6 modeling patterns
CA – understand best practice for commercial entities
Citi – understand best practice for personal entities
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The Patterns
Join all levels to the ultimate parent
1. The Ultimate Parent
GE
2. The Selective Parent
Join all levels to 1 selected “true” parent
GE
GE Health
The Patterns
Considerations
Reporting
Needs to remain easy
Usability
I have to enter all this?
Where do I log my activity?
Irene Von Toussaint
CA Technologies
Example of CA’s Account Hierarchy: Parents
Parent Account Child Accounts
Example of CA’s Account Hierarchy: Children
To add Parent Account you use the name search Icon to select the Parent
Living with Parents - Appexchange
XYAXYA
3. Relationship Groups
Dad Mum
Child 2 Partner
Lawyer
Child 1
Identify significant members versus “of interest”
The Patterns
Murali Arumugam
Citi Private Bank
4. Multiple Parents
DoctorDoctor
How are you going to rollup the detail and still have your reports make sense?
Pharmaceuticals
The Patterns
Department Clinic Practice
Doctor
XYAXYA
ContactContact
OrganisationOrganisation
ActivitiesActivities
Works AtWorks At ScriptsScripts
SamplesSamples
Living with Parents
4. Multiple Parents
XYAXYA
The Patterns
5. Relationships
XYAXYA
The Patterns
5. Relationships
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