You can set up an organization hierarchy by creating
business units and their sub-level units and link opportunities to them. This provides a
better understanding of how many opportunities were submitted from different areas of the
organization, how many were automated, and measures the ROI generated from them.
Prerequisites
You must have an administrator role.
Procedure
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Create a business unit.
-
In the CoE Manager,
navigate to the Admin-Program
tab.
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Click Create Business Unit.
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Enter a name for the business unit.
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Click Create.
A new business unit is created under the root folder which you can
verify in the navigation pane on the left.
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Create a sub-level unit for the organization hierarchy
structure.
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In the CoE Manager,
select the business unit for which you want to create sub-levels.
-
In the business unit details page, navigate to the
Org Hierarchy Admin
tab.
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Click Create Org
Hierarchy.
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Enter a name for the sub-level unit.
-
Click Create.
Note: You can create an unlimited
amount of business units and sub-levels units.
A sub-level is created under the business unit
which you can verify in the navigation pane on the left. A new
Org Hierarchy Path column in
the Opportunity and Org Hierarchy Admin tab displays the
path (including the business unit and its sub-levels) this opportunity
belongs to.
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Map opportunity to the business unit or its sub-level unit.
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Select the business unit or the sub-level unit for which you want to
map an opportunity.
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Navigate to the Opportunities tab.
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Click Create Opportunity.
The intake form page is displayed.
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Select the business unit or the sub-level unit from the drop-down to
which you want to map this opportunity.
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Enter the rest of the details in the intake form and
click Finish.
After a page refresh, the opportunity is
displayed under the business unit or its sub-level unit to which this
opportunity is mapped.