http://m.getsatisfaction.com/topics/7768033 Account hierarchy and Scorecard 2018-10-12T15:48:02Z 2018-07-23T17:50:32Z 7768033 http://m.getsatisfaction.com/topics/7768033 7768033 Account hierarchy and Scorecard 2018-10-12T15:48:02Z 2018-07-23T17:50:32Z Angela Domenichelli http://m.getsatisfaction.com/people/9419602 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11240658/997053_10202610888504486_4693269440059190149_n(1)_medium.jpg angela_domenichelli As a CSM, I need to see the scorecard roll up to the ultimate parent so I can understand the overall health of my client. question documentation_requested documentation_requested complete 8 7 1 comment http://m.getsatisfaction.com/topics/7768033/replies/19656303 http://m.getsatisfaction.com/topics/7768033 19656303 Dan Ahrens responded to "Account hierarchy and Scorecard" 2018-07-24T03:45:50Z 2018-07-24T03:45:50Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Angela, I'm assuming you are using the Account Hierarchy functionality from SFDC, correct?&nbsp;<br /><br />You can configure this in Administration &gt; Account Hierarchy<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1742313/RackMultipart20180724-38068-o9pea3-download__54__inline.png?1532403933" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1742313/RackMultipart20180724-38068-o9pea3-download__54__inlinepng1532403933" /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1742314/RackMultipart20180724-125228-1dd5weh-download__55__inline.png?1532403944" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1742314/RackMultipart20180724-125228-1dd5weh-download__55__inlinepng1532403944" /> 2 http://m.getsatisfaction.com/topics/7768033/replies/19679917 http://m.getsatisfaction.com/topics/7768033 19679917 Sai Ram Pulluri responded to "Account hierarchy and Scorecard" 2018-08-06T08:33:42Z 2018-08-06T08:33:42Z Sai Ram Pulluri http://m.getsatisfaction.com/people/7411422 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11058131/IMG_4147_medium.JPG sai_ram_pulluri Hi Angela, hope your query is answered, please let us know if you need any help here! 0 http://m.getsatisfaction.com/topics/7768033/replies/19778171 http://m.getsatisfaction.com/topics/7768033 19778171 Tim Harper responded to "Account hierarchy and Scorecard" 2018-09-27T22:13:57Z 2018-09-27T22:13:57Z Tim Harper http://m.getsatisfaction.com/people/9533457 https://www.gravatar.com/avatar/975dc1c539932d8b992163d7eebeee1b?d=identicon&s=55&r=PG tim_harper_6sm8hotyfpsva I am struggling with learning about Account Hierarchy.&nbsp; We have some global customers that are in our Sales and CRM as one account, but they want to have regional CSM's as that maps to support and other areas where we interact.&nbsp; Can you advise how I can learn about Account Hierarchy? 0 http://m.getsatisfaction.com/topics/7768033/replies/19778239 http://m.getsatisfaction.com/topics/7768033/replies/19778171 19778239 Lila Meyer responded to "Account hierarchy and Scorecard" 2018-09-27T23:36:36Z 2018-09-27T23:36:36Z Lila Meyer http://m.getsatisfaction.com/people/7406309 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11245928/LilaMeyer-headshot-2018_medium.jpg lmeyer_gainsightcom Hi Tim, I responded to this question in your other post, but let us know if you still have questions! 0 http://m.getsatisfaction.com/topics/7768033/replies/19778963 http://m.getsatisfaction.com/topics/7768033 19778963 Dan Ahrens responded to "Account hierarchy and Scorecard" 2018-09-28T14:00:12Z 2018-09-28T14:00:12Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Tim, one thing to keep in mind with hierarchy is that it only shows the parent-child(ren) relationships between individual distinct SFDC Account records. If you need to manage a single account record with different regional teams, then relationships is most likely the best fit.&nbsp; 0 http://m.getsatisfaction.com/topics/7768033/replies/19779136 http://m.getsatisfaction.com/topics/7768033 19779136 Tim Harper responded to "Account hierarchy and Scorecard" 2018-09-28T15:39:08Z 2018-09-28T15:39:08Z Tim Harper http://m.getsatisfaction.com/people/9533457 https://www.gravatar.com/avatar/975dc1c539932d8b992163d7eebeee1b?d=identicon&s=55&r=PG tim_harper_6sm8hotyfpsva When I raised Relationships with my implementation, it did not seem a fit.&nbsp; If I were doing say "EUROPE", "AMERICAS" and "APAC/J" across all accoutns, I see Relationships working.&nbsp; But are you suggesting it may work to have ABC Corp -EUROPE and ABC-CORP-AMERICAS as the only two Relationship categories?&nbsp; I don't want Acme-E or Acme-AM in that relationship...just ABC.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7768033/replies/19801164 http://m.getsatisfaction.com/topics/7768033/replies/19779136 19801164 Dan Ahrens responded to "Account hierarchy and Scorecard" 2018-10-12T15:48:02Z 2018-10-12T15:48:02Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Tim,&nbsp;<br />You would define a relationship type as "Region" and then for each of your Customers that had a regional presence, you'd add a relationship card for that region.&nbsp;<br /><br />Your Gainsight CSM can help you navigate this a bit more specifically to your unique use case. 0