Generating Account Hierarchies

Data aggregation is available using the Roll-up views provided the administrator defines one or more hierarchies. The application administrator typically defines a “default" hierarchy by associating accounts with one another using the parent field on a company form, or the subaccount view for child accounts. Administrators can define account hierarchies display aggregated data—the activities, opportunities, contacts, and coverage teams—across account organizational structures. For example, the highest node of the hierarchy contains activities for the organization, the subsidiaries for the organization, the departments at the subsidiaries, and contacts working at any level of the tree. As the end users move up and down the tree, they see more or less data rolled up to the selected level.

The application administrator can define two types of hierarchies for data aggregation—a default hierarchy for all end users and specific hierarchies that are used only by certain end users.

This task is a step in Process of Managing Accounts.