Example of a Sales Resource Hierarchy

Here's an example of the sales resource hierarchy created by the fictitious Vision Corp. The company limits its pilot implementation to the US sales organization, but starts the hierarchy at the very top, with the Chief Executive Officer.

Starting with the CEO makes it easy to add other branches of the organization in the future. You create the first user at the top of the hierarchy in Setup Assistant or in the UI. You can import the rest. But creating a few users in the UI is a good way to check if the provisioning rules work correctly before you import.

Vision Corp. creates only the first user in the UI: William Taylor, Chief Executive Officer.