π₯
Accounts, Contacts, and Territories
Account management, hierarchies, contacts, and sales territories
β±οΈ Estimated reading time: 20 minutes
Chapter 11: Account Models and Hierarchies
Account Types
| Type | Use | Features |
|---|---|---|
| Business Account | B2B (companies) | Company Name, related to Contacts |
| Person Account | B2C (individuals) | First/Last Name, no separate Contact objects |
Account Hierarchies
Allow modeling corporate structures:
Global Corp (Parent Account)
βββ Global Corp - North America (Child Account)
β βββ Global Corp - USA
β βββ Global Corp - Canada
βββ Global Corp - Europe (Child Account)
βββ Global Corp - UK
βββ Global Corp - GermanyEach account has a
Parent Account field to build the hierarchy.Contacts to Multiple Accounts
Allows ONE contact to be related to MULTIPLE accounts:
- Direct Relationship: Standard Account (AccountId field)
- Indirect Relationships: Via AccountContactRelation
Each relationship can have:
- Roles (Decision Maker, Influencer, etc.)
- Active/inactive status
- Dates
Enterprise Territory Management (ETM)
Components:
1. Territory Type: Category (Geography, Industry, etc.)
2. Territory Model: Grouping of territories (can have multiple models)
3. Territory: Individual unit (e.g., 'West Coast - Technology')
4. Assignment Rules: Auto-assign accounts to territories
Territory Hierarchy:
North America
βββ West Coast
β βββ California
β βββ Washington
βββ East Coast
βββ New York
βββ Floridaπ― Key Points
- β Business Accounts (B2B) vs Person Accounts (B2C)
- β Account Hierarchy models corporate structures
- β Contacts to Multiple Accounts avoids duplicating contacts
- β ETM: Territory Type β Model β Territory β Assignment Rules
- β Person Accounts merge Account + Contact into one record