Org Units and Org Unit Hierarchy Management

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

Org units control key business processes directly or indirectly through these capabilities:

• Customer-master data synchronization by using lead and follow-up time
• Regional sales folders
• Regional promotions through customer segmentation
• Customer master access rights
• Supervisor team and synchronization
• Substitutions
• Customer segmentation

An org unit hierarchy shows how an organization is internally organized and the relationships between the org units.

For example, an organization’s business structure is based on the geographic territories in the USA: the Northwest, the Northeast, the Southeast, and the Southwest. Each territory has a branch and each branch is represented as an org unit in the org hierarchy. The organization can further divide each of the org units into further units. For example, the company can divide the Southeast org unit into Florida and Georgia units as shown in the image.

You can create multiple types of org units within one organization. For example, you can create org units based on physical territories for sales teams or create logical org units for service teams.

You can assign org units to:

• Users: Employees of an organization. You can assign multiple users to one org unit. However, only one user can be the main user of one org unit.
• Customers: Stores where an organization establishes a business relationship. You can assign multiple org units to a customer and multiple customers to an org unit.

You can assign users and customers to an org unit to define the relationship between sales teams and customers. In a territory-oriented hierarchy, sales teams are assigned to specific regions. The lowest level of the org unit hierarchy is typically the level at which you can assign stores and users. Org units are dynamic and can be adjusted based on territory realignments or new strategies.

You can assign a user with the CGCloud Supervisor OR CGCloud Retail Supervisor User permission set as the supervisor to the org unit level. You can assign a supervisor for all org units. The supervisor can access all accounts of the team.

For org unit customer and user assignments, all org unit relations and hierarchies are time-dependent. For example, a user has access to their customers. In the current week, the user can execute visits even if the user isn’t responsible for the org unit from next week.

The validity period of an assignment depends on the validity of both the org unit and the user. You can set up org unit user relations by management type, such as sales, merchandising, and service.

Here’s an example that illustrates org unit customer assignments and user assignments for Joel. The assignments are defined by valid from and valid thru dates.

Org Unit	User	Customer	Management Type	Valid From	Valid Through
Florida	Joel	NTO Bryant Street Store	Sales	01 Jan, 2022	30 Jun, 2022
Georgia	Joel	NTO Store 201	Sales	01 Jul, 2022	31 Dec, 2022

An automated batch process that uses the AccountManagerOrgUnitBased apex class assigns users as customer managers for customers (accounts). Similarly, an automated batch process that uses the EffectiveAccountManagerSyncBatch apex class creates account teams based on customer manager data and allows all customer managers to access accounts.

You can use org units and org unit hierarchies to easily maintain customer relationships and to provide these benefits:

• Set the user assignments and customer assignments to org units for the future. The existing assignments remain valid for the present.
• Automate Account Team permissions maintenance. Automated batch processes create standard account permissions automatically based on the org unit information for a specific day.
• Use the past org unit relations for reporting.
• Set up multiple types of org units within one organization or sales org based on physical territories for sales and logical org units for a service team.

• Create Org Units
  You need org units to create an org unit hierarchy. Create an org unit based on territories or virtual structures, and define the org type and org level per your business needs.
• Set Up an Org Unit Hierarchy
  Add parent or child org units to an org unit to set up an org unit hierarchy.