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Build vs. buy hierarchies (and how AI can help)

Aug 19, 2025 | 10:30 AM PST / 1:30 PM EST

Building account hierarchies in Salesforce isn’t easy, or quick. Between dev time, maintenance, and mismatched data, it’s tough to scale. In this session, we break down the real tradeoffs of building vs. buying, and show how AI and automation can help you create hierarchies that actually reflect how your team sells.

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Intro to Complete Hierarchies

See how to automate your account hierarchies in Salesforce.

Intro to Complete Leads

See how to create workflows that route leads, or any object, automatically.

Intro to Complete Clean

See how to detect and remove any number of duplicates at once.

Intro to Complete Influence

See how to identify stakeholders with influence to sell more in Salesforce.

Use Case: Mass Territory Reassignment

See how you can execute mass territory assignment easily within Salesforce.

Use Case: Improving the Marketing to Sales Handoff

See how you can update your lead management processes to remove friction between teams.

Take an interactive tour

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Complete Leads

Lead-to-Account Matching & Routing

Complete Clean

Mass Deduplication

Complete Hierarchies

Automated Account Hierarchies

Complete Influence

Relationship Mapping

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