Published at: 2026-09-17

Configure an account org structure template

Use a predefined department structure to create Account records more efficiently.

Overview

An Account Department template improves Account Management by creating a basic department structure for eligible new Accounts. It reduces duplicate entry and standardizes the initial Org Structure.

Before you begin

  • You need management permissions for the Relationship Template Library and Account Department object.
  • Define Account Department names, hierarchy, and template criteria.
  • A Parent Department can reference only a department under the same Account.

Create a template

  1. In Relationship Template Library, click New Relationship Template.
  2. Select Account Department Template.
Select the Account Department template type
  1. Enter the template name and priority.
  2. Configure Account criteria to define the Applicable Scope.
Configure template information and matching criteria
  1. Save the basic information.
  2. In the template details, create department nodes and parent-child relationships.
  3. Save the template.
Maintain the Account Department template structure

Verify generated departments

  1. Create a new Account that meets the template criteria.
  2. Open Account Department data from the Account details page.
  3. Confirm that the system generated the configured departments and Hierarchy.
  4. Add or adjust department data for the actual Account.
When several templates match, the system selects one based on priority. Avoid templates with identical criteria and the same priority.

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