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Dynamic Connection between Accounts and Locations?

jphillips
Sushi Chef
Sushi Chef

Dynamic Connection between Accounts and Locations?

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
Fry Chef
Fry Chef

Re: Dynamic Connection between Accounts and Locations?

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
Sushi Chef
Sushi Chef

Re: Dynamic Connection between Accounts and Locations?

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

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jbrady
Grill Chef
Grill Chef

Re: Dynamic Connection between Accounts and Locations?

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
Employee
Employee

Re: Dynamic Connection between Accounts and Locations?

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!

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kevin_maufer
Retired
Retired

Re: Dynamic Connection between Accounts and Locations?

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

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