How Our Account Structure Works
We use an address-based account structure for our Salesforce. This means we only store one account record for any given company, and add their various locations as addresses (or Customer #'s) under the Account.
- Account: Roche
- Address 1: New York
- Address 2: Boston
- Address 3: California
- Customer Number 1: New Jersey
- Customer Number 2: London
What our account structure doesn't support
- Account: Roche New York
- Account: Roche Boston
- Account: Roche California
If you see an account already exists but the address you've located does not, add the address to the existing account.
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