Working with Child Accounts

  • iPad
  • Online
  • Windows

All user interactions with accounts are based on the person at a particular location, which are represented by child accounts. The relationship between the person account and the business account is an integral factor in understanding important attributes of an account in the context of each individual parent account. To allow users to use Child Accounts in My Accounts, person and location information is displayed together as one unique record.

Child accounts allow users to do the following:

  • Use child account record attributes to access child account records
  • Access information using both accounts and child account source types
  • Search for business accounts, person accounts, or accounts with relationships
  • Access all information related to a child account from the related lists
  • Access activity associated to the child account to take specific actions from the My Accounts view
  • Access child account relationships from My Schedule to schedule calls

For example, Sarah Jones is aligned to Dr. Clinton Ackerman, who works at both Chilton Memorial Hospital and Newton Memorial Hospital. When Sarah visits Dr. Ackerman at Chilton Memorial Hospital, she can create a call for the Child Account record that links Dr. Ackerman at Chilton Memorial Hospital to clearly indicate the location of the Call.

Ensure initial configuration is complete to use this functionality.

Using Child Accounts

Administrators can create views using the child account record attributes based on the account or account location so users can access the records from their My Account views. The filtering options update depending on which query is selected. 

For example, users can search account locations based on the Account, Address_vod, Child_Account_vod, and ChildAccount_TSF objects to display corresponding information.

Account and account relationship information can be viewed from both My Accounts and My Schedule.

Toggling between account view source types in Edit view clears the filter selections and displays a message verifying whether the user wants to continue.

Users can drill into an Account Location to view the Child Account page, and can also view related information via the related lists on the child account. The Child Account view page layout can also be configured to display location- and account-specific territory fields depending on the placement of the zvod_ChildAccount_TSF_vod field on the Child_Account_vod page layout.

Account Location views can also be accessed from My Schedule. Users can schedule Calls from My Schedule and My Accounts. Users can view hierarchy information from the Child Account record. Additional activity including Mass Update, Account Lists, Call Cycles, and Launch Media is not currently supported from Child Accounts.

Adding Child Accounts as Attendees on Calls

  • iPad
  • Windows

iPad users can view all child account records regardless of account association when adding attendees to calls. This allows users to select the desired child account when adding an attendee.

When viewing attendees to add to a call, suggested attendees display according to the following logic.

If child accounts are enabled:

  • Account
  • Alternate_Name_vod
  • Parent_Child_Furigana_vod (for Japanese language users)
  • Child_Furigana_vod (for Japanese language users)
  • Parent_Child_Name_vod
  • Child_Name_vod
  • Salesforce ID
  • User
  • Name- compared to Child Account list above in order

If child accounts are disabled: 

  • Account
  • Alternate_Name_vod
  • Parent_Child_Furigana_vod (for Japanese language users)
  • Formatted_Name_vod
  • User
  • Name – compared to Child Account list above in order

For example, Sarah Jones creates a Call with Dr. Clinton Ackerman. Dr. Ackerman is referenced in three child accounts: Newton Memorial Hospital, Sacred Heart Hospital, and the Pacific Beach Clinic. When Sarah searches for Dr. Ackerman as an attendee, all child accounts display. She selects Sacred Heart Dr. Ackerman, which causes Newton Memorial Hospital and Pacific Beach Clinic to become ineligible as additional attendees since Dr. Ackerman has been selected as an attendee at Sacred Heart.

Capturing Location for CLM

  • iPad
  • Windows

When launching CLM from a non-child account, orgs with child accounts enabled are now prompted to select a location. This allows the user to select the correct child accounts to record the call against when displaying a CLM presentation.

For example, during a call with Dr. Ackerman, Sarah Jones selects the Launch Media button from the Account Detail page. Because Dr. Ackerman practices in several locations, Sarah selects Chilton Memorial Hospital and then continues to present CLM content. The location is saved, along with key information, and the call is recorded against Chilton Memorial Hospital.

If the HCP is only linked to one location, it automatically is selected for the user and the user is not asked to make the selection.

Configuration is not needed for this feature.

Displaying Child Account TSF Information in My Accounts

  • iPad
  • iPhone
  • Online

If a match is found between a user's territory and a territory both the parent and child accounts are aligned to, Veeva CRM searches for a related ChildAccount_TSF record that matches the territory. If a match is found, the Child_Account_TSF_vod data displays. If a match is not found, data does not display.