Learning Salesforce

Parent and Child Accounts

Within Salesforce, we have the ability to create parent accounts, which is very useful in a few situations.  If a company has multiple lines of business, like our client IKEA or Nissan Motor Co., parent accounts offer us a more holistic view of the business.  This can be useful when partners are negotiating pricing or looking to streamline billing.  It can also be used if a company is a local franchise or has international offices.  There are multiple areas, depending on where you are in salesforce to identify if the account is a parent or child.  The main way you can identify is on their main account page under the ‘Parent or Child’ field.

Activity

Let’s look at how to view and determine a parent and child account relationship.

1. In the search bar, type IKEA and hit ‘enter’
2. Notice the column ‘Parent or Child’
3. Choose the account that is labeled ‘Parent’ (i.e. IKEA Sevices AB)

4. To see all of the child accounts for this Parent select the hierarchy symbol directly to the right of the bolded account name.

5. The Account Hierarchy page gives you insight into all accounts that fall under the preview of the parent account.

Activity

Now, let’s look at setting up a parent child relationship.

  1. Navigate to Silly Productions Training Center, UOS
  2. Under the ‘accounts’ tab in the Quick Links box, select ‘New’
  3. Choose ‘Client’
  4. Choose an ‘Account Name’ similar to the last account you created.
  5. In the ‘Parent Account’ field, choose the original account you created (noun + high school mascot)
  6. Choose child for the ‘Parent or Child’ field
  7. Save
  8. Select the hierarchy symbol to view the parent child relationship

You can now see that your new account is underneath the parent account you created earlier in the lesson.  And there you have it.  It is very easy to create and idetify parent and client accounts.

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