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Unlock the Power of Account Hierarchies with LeanData and Dun & Bradstreet
LeanData Account Hierarchies, now enriched with Dun & Bradstreet, give revenue teams a more complete view of the corporate family tree, and the ability to uncover new accounts and orchestrate across every entity, directly inside Salesforce.
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LeanData’s Q3 2026 Release: 9.x Brings AI to FlowBuilder, Scheduling, and Buying Groups
LeanData's 9.x release puts AI directly into FlowBuilder, brings Scheduling to tradeshows, and gives reps one place to act on buying group signals.
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Account Hierarchy Routing: A RevOps Playbook for Salesforce
Get a step-by-step guide for account hierarchy routing in Salesforce. Understand how to route leads, contacts, and account updates based on parent-child relationships between corporate entities.
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Account Hierarchy Sales Strategy: How to Land and Expand Inside Enterprise Accounts
Most of your next year of expansion pipeline is already in your CRM, sitting in the subsidiaries you have never called, and the corporate family tree is how you find it.
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LeanData’s Q2 2026 Release: Smarter Routing, Unified Audit Logs, and BookIt MCP
LeanData's Q2 2026 release gives revenue operations teams unified audit logs, Best-Fit Assignment, SLA enhancements, multi-hierarchy support, and BookIt MCP.
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Parent-Child Accounts in Salesforce: What Works, What Doesn’t, and What to Do About It
Salesforce gives you a Parent Account field and calls it a hierarchy. Here's what that actually means for enterprise teams managing hundreds of accounts across multiple levels, and why so many Ops teams end up building workarounds to fill the gaps.