Create the Customer Hierarchies you need for Greater Agility
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Your Salesforce data is only as valuable as your insight into the relationships within it. Learn how to dynamically visualize and roll up multiple hierarchical structures within Salesforce for a better understanding of opportunities, more reliable reporting, and increased agility across accounts.
In “Regaining Trust in Salesforce Data: Hierarchy Management, you will learn how to create, view, and edit customer hierarchies so you can:
- View sets of accounts by account structure, sales territories, D&B hierarchies and geographies, finance, marketing, and more
- Create multiple perspectives of an account and apply slice-and-dice capabilities to those representations
- Create ad hoc views by hierarchy to reveal sales and marketing opportunities
- Carla Weiss, Senior Manager, Cloud Presales, Informatica
- Manjunath Goudar, Product Specialist, Informatica