Hi @Samiksha2 ,
You can cerate a Account Hierarchy.
Use the account hierarchy feature to create a parent-child relationship between accounts.
An account hierarchy represents the legal entity structure of the accounts and their relationships. It also represents an account's customers, assets, and service entitlements.
Customer administrators can do the following for all of the accounts in the hierarchy:
- View and create cases.
- View assets and users.
- View and manage contacts.
Contacts of the parent account can also access all of the child accounts.
The system administrator defines the hierarchy between accounts on the Account form. From the Account form for the child account, select the parent in the Parent Account field. If this field is not filled in, the account is a top-level account.
After the account hierarchy has been defined, it is displayed on the Account form for the parent account. If a parent account is updated or deleted, the hierarchy for any child accounts is also updated.
- Navigate to .
- Select the desired child account.
- Select the parent for this account in the Parent Account field.
- Click Update.
The account hierarchy is displayed in a tree map on the Account form for the parent account.
