Organization Hierarchy

Purpose for Organization Hierarchy

[insert description of why it's important]

Viewing Organization Hierarchy in Salesforce

[Describe the native "View Hierarchy" button]

[Describe the "Organization Hierarchy" section with the custom hierarchy which includes City / State]

Naming Convention

[HQ versus hq....should subsidiary be used]

Importance of Record Association

[describe importance of related Contacts, Activities, and Opportunities to the proper organization]

Best Practices

[insert best practices here]

Report Buttons on Organization

[describe Org Hierarchy Activities here]

[describe Org Hierarchy Contacts here]

[describe Org Hierarchy Employment here]

[describe Org Hierarchy Opportunities here]

Ultimate Parent Organization ID

[describe purpose of Ultimate Parent Organization ID]

[describe how to use Ultimate Parent Organization ID for reporting]

[describe what to do if you don't see Ultimate Parent Organization ID as an option in a report}