Dynamic Connection between Accounts and Locations?

[jphillips]

I'm trying to find a way to dynamically tie multiple Accounts and Locations together. These will mainly be tied to geographic regions but I need the ability to have multiple areas tied to a location due to structure of some of our accounts. So it would look like the following:

Account A

     Location 1: Southwest

     Location 2: Northeast

     Location 3: Midwest

So let's call it Supercenter that I'm looking for. Account A would be tied to all 3 Supercenters but each location would be tied to the Supercenter it is located (Midwest, Northeast, Southwest).

Has anyone had experience with setting something up like this successfully?

[iyer_arun]

Accounts to support Hierarchy so you can have something like shown below not sure if it meets your need though :

Account A

• Account Midwest
  • Location Midwest
• Account Northeast
  • Location Northeast
• Account Southwest
  • Location Southwest

Let me know if that helps.

[jphillips]

I'm not sure I'm following what you mean. Do you mean having 3 separate Accounts and tying to a Parent Account?

[jbrady]

Not sure this would work for you, but this is how we've structured it when we have customers with branches worldwide and different bill to addresses at the branch level:

Parent Account A

    Child Account A_Midwest

        Location 1

        Location 2

    Child Account A_Northeast

        Location 1

        Location 2

    Child Account A_Southwest

        Location 1

[christopher_cla]

Joshua Phillips​ - I just wanted to circle back on this to see if you were able to find a solution that worked for you in regards to this.  I look forward to your reply!

[kevin_maufer]

Chris,

Blast from the past here.

Is there anything on SVMX or SFDC Community that can provide a customer the necessary steps and actions to set up a full blown customer account location hierarchy?

Thanks,

Kevin