Guidelines for Adding Accounts in the Same Company Hierarchy to Salesforce | Salesforce
Company Hierarchy searches Data.com for Dun & Bradstreet company records and displays company linkages in a hierarchical view. From the Company Hierarchy, you can add account records to Salesforce. Here are some guidelines to follow when you add Data.com records to Salesforce from Company Hierarchy.
|Available in: Salesforce Classic
|Available with a Data.com Prospector license in: Contact Manager (no Lead object), Group, Professional, Enterprise, Performance, and Unlimited Editions|
- A green dot () appears in the search results next to records already in Salesforce. These records can’t be added again unless they have first been deleted from Salesforce, or your organization allows duplicates.
If a record is already in Salesforce, hover over the green dot and click the link to go directly to the record.
- You can add only one record at a time from Company Hierarchy.
- Records are considered duplicates when they have the same Data.com ID number in the Data.com Key field. When a duplicate record is added, it isn’t counted against your record addition balance.
- If you can’t add a record to Salesforce because of errors, we’ll notify you and provide the error details in a .csv file.