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Question

 Patrick Turco (PatrickT7676)
Express Scripts

Express Scripts
US
PatrickT7676 Member since 2017 1 post
Express Scripts
Posted: Mar 4, 2019
Last activity: Mar 18, 2019
Posted: 4 Mar 2019 12:46 EST
Last activity: 18 Mar 2019 11:40 EDT
Closed

Sales Automation Sub-Accounts?

Question regarding Pega Sales Automation:

Sales Automation FW data model supports the following heirarchy

Organization --> Accounts --> Opportunity.

We are looking for Sub account capability, similar to other CRM products.

Account --> Sub Account --> Opportunity

In other popular CRM products, account can be a child of other accounts, and fits well with the Sales account heirarchy. Does Pega support this heirarchy? Any plans to support sub accounts in future?

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Pega Sales Automation

  • Yohan De Silva Hemalatha Sura
Posted: 5 years ago
Posted: 18 Mar 2019 11:40 EDT
Mallikarjun Reddycherla (rm001)
PEGA
Senior Cloud Development Architect, Management Plane Services
Pegasystems Inc.
IN

Organization supports hierarchy, an organization can have parent organization but not for account. As of now there is no plan to make parent-child relationship on accounts.

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