Create an Account Hierarchy Process in Data Integrity

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With Account Hierarchy in Data Integrity, you can use Demandbase account hierarchy intelligence to identify and maintain parent-child relationships across your CRM and marketing systems. Account Hierarchy helps improve account structures, reporting, segmentation, and account-based planning.

You can also decide when records are linked by setting schedules.

To manage and see details for existing Data Integrity processes, see Manage a Data Integrity Process.

Benefits of Account Hierarchy in Data Integrity

  • Improve account relationships: Use Demandbase hierarchy data to establish accurate parent-child relationships in your CRM.
  • Correct hierarchy gaps: Identify and address missing or inaccurate account relationships.
  • Reduce manual maintenance: Automate hierarchy management and minimize manual updates in your CRM.

How Account Hierarchy Works

Account Hierarchy uses Demandbase data to identify relationships between child accounts and their parent companies. When Demandbase identifies a parent-child relationship, it updates the Parent Account field in your CRM with the correct parent account.

Important: You can create Account Hierarchy processes only for CRM integrations.

Prerequisites to Create an Account Hierarchy Process in Data Integrity

  • You must have access to Demandbase One for Marketing.
  • You must have a license for Demandbase Data Integrity.
  • You must integrate with Salesforce or HubSpot CRM:
  • You must have Admin permissions or be assigned a permission set with the required Demandbase settings access.

Create an Account Hierarchy Process in Data Integrity

  1. From the left navigation bar, go to Orchestration N.png Orchestration > Data Integrity.
  2. Enter a Name. 
  3. Select an Integration type: Salesforce or HubSpot CRM.
  4. Select Job Type as Account Hierarchy.
  5. Click Create Process.

Step 1: Configure

  1. Record Segmentation: Select the records you want to link hierarchy.
    • Link hierarchy for a segment of Accounts based on custom criteria: This allows you to proceed to Step 2: Segment where you can use selectors to define which types of records to link hierarchy.
      • (Optional) Accounts created after [date]: Links records created in your CRM after selected date.
        Important: You must select a date prior to today. If you don’t, no records are linked.
    • Link hierarchy for all Accounts
      • (Optional) Accounts created after [date]: Links records created in your CRM after selected date.
        Important: You must select a date prior to today. If you don’t, no records are linked.
    • Link hierarchy for accounts which are part of process: Select an existing Data Integrity process from the drop-down. Demandbase uses all accounts in the selected process for hierarchy linking.
  2. Account Hierarchy Linkage Frequency: Select one or both options to define how often records are linked.
    1. Monthly starting: Enter the date to start linking records. Records are linked monthly on this date.
    2. On Account creation: Select to link new records created in your CRM in near real-time (NRT), provided they match the selector criteria for this process. Scheduled processes still run as usual.
      Tip: Demandbase syncs data based on the settings you define in Data Sync Settings. Linking occurs after the sync and may take additional time, depending on data volume.
  3. Click Next.

Step 2: Segment

Configure this step if you selected Record Segmentation > Link hierarchy for a segment of Accounts based on custom criteria option in Step 1: Configure.

  1. Use selectors to choose which records you want to link. For example, link Accounts that have 100M+ revenue.
  2. Click the right blue refresh icon to see the number of records that meet the selector criteria. 
    Important: The  number of records are also based on the lookback date selected in Step 1: Configure > Record Segmentation > Link hierarchy for a segment of Accounts based on custom criteria.
  3. Click Next.

Step 3: Review

  1. Review the configuration.
  2. Click Save as Draft or Save & Activate.
     

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