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How do I manage multiple locations for an account, remote offices?

Knowledge Article Number 000005265
Description

How do I manage multiple locations for an account, remote offices?

Resolution

Accounts or companies with several remote locations can be managed by creating a parent-child account relationship. Create the main or "parent" account with the primary or headquarters address associated to it. All remote offices will be accounts in salesforce.com that are associated to their respective "parent" account.

To link an account to a parent account, simply populate the parent account field in the account edit screen.


NOTE: The child account names should include the location to prevent duplicate account names. This can be done simply by a naming convention (i.e. IBM - Dallas, IBM - Chicago).

If a naming convention will not work, a custom field could also be used. This custom field containing account specific location information could be used in list views to sort on.





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