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Salesforce
Bulk Operations

Bulk Link Child-Parent Companies In Salesforce

Ryan avatar
Shared by Ryan • April 24, 2023

Hi there,

Enjoy more control over your company hierarchies in Salesforce, linking child and parent accounts in bulk or automatically on a set schedule.

You can bulk-link child and parent accounts using Insycle's Bulk Operations module.

This provides a new level of control over accounts and how they relate to one another in your Salesforce database, which is incredibly important for account-based marketing and sales.