Context
Salesforce allows customers to create account hierarchies (i.e. family tree relationships of a company) to give customers a more complete picture of their customers and prospects. Data Integrity provides comprehensive company data including a unique identifier that enables automatic account linking in Salesforce by populating Demandbase IDs into the Parent ID field on each account.
By automatically creating and updating Salesforce account hierarchies to mirror our family tree data, you can ensure that you always have the most up-to-date and complete company data, enabling your revenue teams to better understand customers and prospects and grow relationships.
Prerequisites/Preparation
- Integrate Data Integrity and Salesforce. See Setting Up an Integration for Salesforce CRM in Data Integrity.
- Before enabling the Account Hierarchy flows in Data Integrity, disable existing account hierarchy flows in your Salesforce (if these flows are enabled).
- Before running the data management process, reduce the Batch size to 100. See Setting Up an Integration for Salesforce CRM in Data Integrity.
- Install the latest Demandbase package in your Salesforce instance. See Installing Demandbase (InsideView) Insights in Salesforce CRM. This package will create the following fields on the Account and Lead object in Salesforce:
Note: These fields will NOT be available in Field Mapping but can be synced to Salesforce. - Insideview Company ID
- Insideview Parent ID
- Insideview Ultimate Parent ID
Important:
If you want to process more than 200,000 records as part of a query using Data Integrity, the Account Hierarchy flow may not execute successfully. This is due to a SOQL query limitation and the Salesforce will likely return an error.
Workaround: Contact the Salesforce support team and share the following account hierarchy SOQL queries with them:
- SELECT Id, iv__InsideView_Parent_Company_ID__c FROM Account where iv__InsideView_Parent_Company_ID__c = 733081(use any parent ID that exists in CRM) limit 20
- SELECT Id, iv__InsideView_Parent_Company_ID__c FROM Account where iv__InsideView_Company_ID__c = 10322153(use any IV ID that exists in CRM) limit 1
Ask the Salesforce support team to "index" the InsideView Company ID and InsideView Parent Company ID fields on the account record.
Steps
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Unified Portal | At the top right of the page, click the Profile Dropdown and select Admin.
Go to Account Settings > Integrations. Hover over the integration for which you want to enable the Account Hierarchies feature and click the Edit icon. |
| 2 | Go to the Account Hierarchy setup |
Review the Integration details and click Next. Toggle on the button next to Data Integrity and select the Set as default integration checkbox. Click Next. |
| 3 | Set Up an Integration User | Enter the Salesforce integration user credentials. Password and security token must be entered as one string without spaces. Click Next. Review your integration user and field mappings for Accounts, Contacts, and Leads. Click Next. |
| 4 | Enable the Account Hierarchies feature |
In the Automate account and lead linkages page, you can do the following:
Once the Account Hierarchy workflows are activated, click Save.
|
| 5 | View family tree in Salesforce | Once Account Hierarchies is enabled, log in to Salesforce. Go to any Account Details page and select the Account Hierarchy tab. Salesforce account hierarchies will mirror our family tree data without any manual effort by end-users, making it easier to find related companies and grow relationships. |
to edit the Account Hierarchies workflows based your business process requirements in Salesforce.
to delete the Account Hierarchies settings.