Roll Up Child Accounts

Context

Salesforce allows you to set up account hierarchies by defining parent accounts for subsidiaries, or child accounts. In Demandbase, you can use one or both of the following options to roll up People, Opportunity, and Activity engagement data for child accounts to parent accounts. The roll up of engagement data applies to all hierarchy levels set up in Salesforce. 

View Rolled Up Data in Demandbase

You can roll up child accounts in Demandbase to include child account engagement data when looking at parent accounts. See Steps: View Rolled Up Data in Demandbase for more information. 

Important: When you enable the roll-up feature for an account, it becomes active for your entire tenant.

Rolled Up Engagement Data in Salesforce 

You can have Demandbase write-back rolled up engagement data to parent accounts in Salesforce. Once Demandbase enables the Roll Up feature, the engagement minute data for the parent account is always the aggregate sum of both the parent and child accounts. Note that child accounts still show individual engagement data. 

Important: Contact Demandbase Support if you want to enable the Rolled Up Engagement Minute Data feature in Salesforce.

Rolled Up Engagement Fields

Once you enable the Roll Up feature, parent accounts show rolled up engagement data for the following fields: 

• Engagement Minutes (7 days)
• Engagement Minutes (1 mo.)
• Engagement Minutes (3 mo.)
• High Intent Engagement Mins (1 mo.)
• Demandbase Calculated Fields that are Number (Engagement Minutes) type. See Create Demandbase Calculated Fields for Connected Mode. 

Prerequisites/Preparation

You must integrate Demandbase with Salesforce.

You must set up parent and child account hierarchy in Salesforce. 

Steps: View Rolled Up Data in Demandbase

1. From the left navigation bar, go to Analytics. 
2. At the top of the page, select any account.
   Important: The roll up feature only works with accounts. It doesn't work with account lists. 
3. Click the three dots next to the date range and select Roll Up Child Accounts.
   
   
4. (Optional) To turn off the roll up feature, at the top of the page, select any account. Click the three dots next to the date range and select Stop Rolling Up Child Accounts.

Outcome

From the left navigation bar, go to Analytics > Engagement > Activities with a parent account selected in the drop-down to see engagement data for child accounts. For example, the engagement data from child accounts such as Cruise LLC and GM Financial Company display when you look at the parent General Motors account.

Next Steps

To stop rolling up child accounts in Demandbase, select a parent account from the drop-down, click the three dots next to the date range and select Stop Rolling Up Child Accounts.