Published at: 2026-09-17
Configure the account tree and maintain tree relationships
Overview
Build group Account relationships and control automatic Account Tree creation.
Before you begin
Before you begin - You need management permissions for the applicable objects, layouts, and relationship data. - An Account Master Data tree requires Account Master Data and Multi-Org capabilities. - Automatic tree creation applies only to companies with Business Registration in mainland China.
Configure the component and creation rules
- Add the Account Tree component to an Account Master Data or Account object layout.
- Select the fields that appear on node cards.
- Set the ownership percentage threshold in the tree creation rules.
- Save the layout and rules.
- On a target details page, click Build Tree in the Account Tree component.
- After you receive the CRM notification, refresh the page and check the result.
Maintain tree relationships
- When creating a node, select the company, Root Node, and Parent Node.
- Use a node change to move the node under another Root Node or Parent Node.
- Set a node as the Root Node to separate it and all child nodes into another tree.
- Review historical changes in the relationship Modification Record.
Required relationships for a new node
| Node type | Required information |
|---|---|
| Root Node | Enterprise Name and Root Node designation |
| Child node | Enterprise Name, Root Node, and Parent Node |
| Followed company | Associated Account or Account Master Data, when available |
Automatic tree creation rules
- If a company has several investors, the system selects the investor with the highest ownership percentage as the single parent.
- The system excludes circular ownership relationships when it cannot identify parent and child companies.
- The system excludes relationships below the configured ownership percentage threshold.
- The Account Tree updates after a relationship changes.
Use the following page to move a node, separate a Root Node, or review change history:
Note: Before moving a node, confirm that the Parent Node is under the selected Root Node. This prevents an incorrect Hierarchy.
Verify the configuration
- Confirm that the Account Tree hierarchy is correct on the target details page.
- Expand child nodes and confirm that the relationships are complete.
- Confirm that the relationship change appears in the change record.
The Usage Method for an Account Tree based on the Account object is the same, but it does not support organization follow-up distribution:
Maintenance recommendations
- Assign one person or team to maintain Root Nodes and key relationships.
- For a large group, create the group headquarters first and then add child companies.
- Review relationship change records and the ownership percentage threshold regularly.