CRM entity governanceAccount HierarchyAn account hierarchy represents relationships between CRM accounts using defined business or legal entity rules.
CRM entity governanceCRM Account MergeA CRM account merge consolidates records judged to represent the same account while preserving necessary history.
CRM entity governanceCRM Account OwnershipCRM account ownership assigns responsibility for managing an account within a commercial operating model.
CRM entity governanceCRM Record LinkageCRM record linkage connects related records without necessarily combining their identities into one record.
CRM entity governanceAccount Change AlertAn account change alert notifies a responsible team about a defined change relevant to an existing account.