Org Unit Key Objects
Build org unit hierarchies and manage customer relationships by using Org Unit objects.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
Org Units control key retail business processes through capabilities such as:
- Customer master data synchronization
- Regional sales folders
- Regional promotions through customer segmentation
- Customer master access rights
- Supervisor team and synchronization
- Substitutions
- Customer segmentation
The image shows the objects to manage org units.
| Object | API Name | Description |
|---|---|---|
| Account | Account | Information on customers with whom you conduct business. An account can be a retailer, distributor, wholesaler, or consumer. |
| Customer Org Unit | cgcloud__Account_Org_Unit__c | Represents the relationship between customers, retailers, distributors, wholesalers, or traders, and org units. Points to keep in mind:
|
| Flatten Org Unit Hierarchy | cgcloud__Flatten_Org_Unit_Hierarchy__c | Contains a version of the trade org unit hierarchy data, flattened by a batch process. You can use this object to filter and group customers in customer sets based on segmentation rules. |
| Org Unit | cgcloud__Org_Unit__c | Smallest units of an organization, such as a department or a branch office. For example, NTO California org unit under Northern Trail Outfitters (NTO) for the org level type, Sales. You can create multiple types of org units within one organization. You can create org units based on physical territories for sales teams or logical org units for service teams. |
| Org Unit Hierarchy | cgcloud__Org_Unit_Hierarchy__c | Information on how an organization is internally organized and the relationships between org units. For example, NTO Bay Area Sales Org is under NTO California Sales Org. |
| Org Unit User | cgcloud__Org_Unit_User__c | Users, such as sales reps or supervisors, assigned to each org unit. Users can have different management relationships, such as sales or service, in the organization based on the management type set. For example, admin performs setup and Key Account Manager (KAM) performs promotional activities. |
| User | User | Specific business roles for a sales org. Users conduct retail activities based on the defined role (for example: sales rep or supervisor). |
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