Published at: 2026-09-17
View the account tree and organization coverage
Overview
Use the Account Tree to understand a group structure and identify how your organization follows each Account.
Procurement, decision-making, and fulfillment may involve different companies within a group. The Account Tree helps you identify key entities, coverage gaps, and cross-selling opportunities.
Before you begin
Before you begin - You need permission to view the target Account or Account Master Data. - Your administrator has added the Account Tree component to the details page. - Organization follow-up distribution is available only for Account Master Data trees.
View the Account Tree
- Open the Account Tree component on the Account or Account Master Data details page.
- Locate the target company in the hierarchy on the left.
- In the tree on the right, click + beside a node to expand its child nodes.
- If the tree contains many nodes, click View more to find a company.
- If a company belongs to multiple trees, select the tree that matches your analysis goal.
If the company belongs to multiple trees, the system displays a tree selection page:
View organization coverage
- From an Account Master Data tree node, open the organization follow-up distribution.
- Select the target organization in the organization structure on the left.
- Review Account creation and follow-up status on each node card.
A gray node means the selected organization has not created the corresponding Account.
Understand nodes and data scope
- An Account Master Data tree uses the Account Master Data object and supports organization follow-up distribution.
- An Account Tree based on the Account object does not show organization follow-up distribution.
- A gray company node usually means no corresponding Account or Account Master Data exists.
- If you have permission, you can create a record from a gray node.
Troubleshoot display issues
| Issue | What to check |
|---|---|
| The system cannot build a tree automatically | Confirm that the company has Business Registration in mainland China and that company registry data is available |
| Child companies do not appear | Expand the node or search for more companies; then check tree relationships and the ownership threshold |
| A tree selection page appears | The company belongs to multiple trees; select the tree that matches your business goal |
| A saved relationship does not appear | Refresh the page or reopen the details page |
Verify the result
- The Account Tree shows the current company and its parent-child relationships.
- You can locate the target company by expanding nodes or searching.
- Organization follow-up distribution identifies created Accounts and gray nodes that still need coverage.