Viewing Global Accounts (End User)

Available as an option, Global Accounts allow users to see (but not change) opportunities, activities, contacts, and account team information for an account and its subsidiary accounts.

Global Accounts consist of a parent account, the child accounts, the child accounts’ children, and so on. These hierarchies are determined in one of the following ways:

• Hierarchies are determined by the value in the parent field on the Account Record.

• Hierarchies are determined by the administrator who creates custom hierarchies.

Global Accounts are created and maintained by the administrator. If an account has no child account or the administrator has not defined a hierarchy for an account, then a message appears advising you that the selected record is not included as part of your defined hierarchy. For more information about how global-account hierarchies are created, see Creating a Custom Hierarchy.

This task is a step in Process of Using and Administering Global Accounts.

To view global accounts information

1. Navigate to the Accounts screen, then the Global Accounts Hierarchy List view.

2. From the visibility filter, select My Global Accounts.

   Other visibility filter options include All Global Accounts, and All Global Accounts Across Organizations.

   Following the listing of the global accounts, the explorer in the first section shows the hierarchy of the account, subaccounts, contacts, opportunities, activities, and account team, and the list in the second section shows the associated records.

   Note: Navigate to the User Preferences screen, then the Global Accounts view, to hide objects or make visible additional objects, such as service requests, quotes, orders, and assets.