Building Salesforce account hierarchies isn’t just a one-time project. It often calls for custom objects, APEX development, manual data mapping, and constant maintenance to keep up with changes.
On the other hand, data providers offer a strong foundation – but legal structures alone rarely match how your teams actually sell.
The question is, should you build those hierarchies yourself, or invest in a solution that does it for you? Join Ann-Marie Fleming, Product Marketing Manager, and Adam Brewell, Director of Presales, for a live walkthrough of the tradeoffs between building and buying, and how automation and AI work together to deliver complete, scalable, and context-fueled hierarchies.
You’ll learn:
- The real cost of building hierarchies from scratch in Salesforce
- How automation reduces manual effort and keeps hierarchies up to date
- Where data providers add value and how to build on that foundation
- How AI fills in missing relationships and supports advanced custom views
- Why better hierarchies are foundational for whitespace visibility, territory design, and accurate NRR tracking
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