Use Case: Automating Account Hierarchy Data Management

Giving your teams visibility into account hierarchies in Salesforce isn’t a one-time project. Once hierarchies are built, the challenge becomes maintaining accurate, trustworthy, and actionable data.

Learn how to overcome the manual hurdles of data management and help your team automate routine tasks such as:

  • Adding new accounts to existing hierarchies
  • Maintaining accurate account ownership
  • Flagging territory conflicts

Watch the demo