Create an account hierarchy

Create a parent-child relationship between two accounts.

始める前に

Role required: One of the following roles:

• sn_crm_account_data_manager
• sn_crm_account_relationship_data_manager
• sn_crm_foundation_data_manager
• sn_crm_foundation_admin,
• admin

手順

1. Navigate to All > Customer Service > Customer > Accounts.
2. Select the desired child account.
3. Select the parent for this account in the Parent Account field.
4. Select Update.
   The account hierarchy is displayed in a tree map on the Account form for the parent account.