Dreamforce 2010: How do I represent both my customer and my legal entities to reconcile product servicing with relationship management? And achieve a single view on top of all that? It may sound difficult, but we're ready to walk you through the whole process! Join us as we look at several customer examples and discuss topics like relationship groups and householding, parenting, partners that are also customers, multiple affiliations, reporting, and much more.

1. Modeling Complex Account Hierarchies
Enterprise Track
Derek Laney: salesforce.com
Irene Von Toussaint: CA Technologies
Murali Arumugam: Citi Private Bank

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3. Objectives
 Examine 6 modeling patterns
 CA – understand best practice for commercial entities
 Citi – understand best practice for personal entities
 Hear your thoughts and continue the conversation

4. The Patterns
1. The Ultimate Parent
GE
Join all levels to the ultimate parent

5. The Patterns
2. The Selective Parent
GE
GE Health
Join all levels to 1 selected “true” parent

6. Considerations
Reporting
 Needs to remain easy
Usability
 I have to enter all this?
 Where do I log my activity?

7. Irene Von Toussaint
CA Technologies

8. Example of CA’s Account Hierarchy: Parents
Parent Account Child Accounts

9. Example of CA’s Account Hierarchy: Children
To add Parent Account you use the name search Icon to select the Parent

10. Living with Parents - Appexchange
XYA

12. The Patterns
3. Relationship Groups
Dad Mum
Child 1 Child 2 Partner
Lawyer
Identify significant members
versus “of interest”

13. Murali Arumugam
Citi Private Bank

17. The Patterns
4. Multiple Parents
Pharmaceuticals
Department Clinic Practice
Doctor
How are you going to rollup the detail and
still have your reports make sense?
Doctor

18. Living with Parents
4. Multiple Parents
Organisation
Activities
Works At Scripts
Samples
Contact
XYA

19. Demonstration
XYA

20. The Patterns
5. Relationships
XYA

21. The Patterns
5. Relationships
XYA

22. Continue the conversation