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SUPERION – Sales Playbook
Account Hierarchy for Customer Accounts
The Account hierarchy built into Salesforce and used across the company provides a foundation
for growth. Customers who license both Public Administration (PA) and Public Safety and Justice
(PS) solutions are split by PA and PS and by contract number to create alignment with Support
and Accounting. Let’s look at McKinney, TX.
There is a McKinney (PA) account with NaviLine PA only and McKinney Police (PS) account with
ONESolution PS only. Each account contains relevant assets, opportunities, contacts, and other
information specific to that account.
These split accounts will have a Parent account established that links them together, but no
transactions will be entered on the Parent account. This hierarchy is for reporting purposes only.
Related Contacts
We understand that some of our customer contacts work with both the PA and PS organizations or
sometimes multiple PA or multiple PS organizations. “Related Contacts” point a single contact
record to more than one account. In the example below, Arthur Pembroke is a contact for Helena,
MT, but is also a contact for Lewis and Clark County, MT. His contact record displays on each
account, but is not duplicated.
Assets
Assets represent our customers’ licensed products. NetSuite, the company-wide finance and
accounting system, automatically sends Assets (active products) to customer account records in
3/8/2018
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