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    Salesforce Integration · Intermediate

    How does Thynk organise multi-location accounts in a parent-child hierarchy?

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    Short answer

    Thynk links location accounts to a parent account so bookings, activities and revenue roll up to the group level.

    Full answer

    Thynk organises companies with several locations as account hierarchies.

    • A parent account represents the head office or group.
    • Child accounts represent regional offices or local sites, linked to the parent.
    • Consistent naming conventions and tags make each location easy to recognise.
    • Bookings, activities and revenue roll up from child accounts to the parent.

    Sales teams see the full relationship with a client across all its locations, and managers can report on revenue at group or local level.

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