How do you support master level mapping?
By Thynk· Published · Updated
Thynk maps records to master level with Salesforce hierarchies for teams, accounts, agencies, properties, brands and segments.
Full answer
Thynk supports master-level mapping through hierarchies and parent relationships.
- Hierarchies are available for teams, corporate accounts, agencies, properties, brands and segments.
- Parent and child relationships link local records to their master record.
- Roles, profiles and sharing settings control access at each level.
Thynk uses Salesforce's standard hierarchy model, so revenue and activity roll up correctly from local records to the master level for reporting and rate management.