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Showing posts with label Customer View. Show all posts
Showing posts with label Customer View. Show all posts

Monday, December 19, 2016

Account Hierarchy / Customer-View in Salesforce

Did you ever wanted to offer your clients an upsell or cross sell deal? Did you ever wanted to see the key insights of a multi-accounts customer?

Multi-Objects Account Hierarchy in Salesforce (Customer-View):



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Posted by Ben Ford aka CRM GENERAL at 10:00 AM No comments:
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Labels: Account Hierarchy, accounts separated by territory, Customer View, multi account, multi object hierarchy, Parent Account
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