Child Accounts Objects

Child Account Details

• child_account__v – The initial object for creating a child account record that associates a parent account with a child account. Use of this object is not limited to Vaults using the Child Accounts business model. This object is also used to support the account hierarchy / parent account functionality.

Child Account Territory Management

• childaccount_tsf__v – This object is used to display location- and account-specific territory fields on child account records

To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   child_account__v	CRED	n/a	alternate_name__v best_times__v child_account__v child_account_identifier__v child_account_search_lastfirst__v child_affiliation_count__v child_furigana__v child_name__v child_record_type__v copy_address__v customer_master_status__v external_id__v external_key__v formatted_name_furigana__v hierarchy_type__v location_identifier__v mobile_id__v network_primary__v parent_child_furigana__v parent_account__v parent_account_identifier__v parent_affiliation_count__v parent_child_formatted_name__v parent_child_name__v parent_furigana__v parent_name__v parent_record_type__v primary__v	Read
   childaccount_tsf__v	RE	n/a	child_account__v external_id__v my_target__v territory__v	Edit
   veeva_settings__v	R	n/a	enable_child_accounts__v	Read

6. Navigate to Admin > Configuration > Objects > child_account__v.

7. Place the desired child_account__v fields on the appropriate layouts.

8. Place the childaccount_tsf__v field control on the appropriate child_account__v layouts in a single column in its own section, if using Territory Fields.

9. Navigate to Business Admin > Objects > Veeva Settings.

10. Ensure the Enable Child Accounts Veeva Setting is enabled.

Modifying Account Name Formatting for Business-to-Business Child Accounts

A child account may be used for a business-to-business relationship, for example when a clinic is part of a larger health system. If the child_name format is the desired display for business-to-business child accounts, change the formula for the parent_child_name__v field on the child_account__v object to the following:

If (child_account__v__r.ispersonaccount, parent_account__vr.name__v + " " + child_account__vr.last_name_cda__v + " " + child_account__vr.first_name_cda__v, child_account__vr.name__v)

The default value of the formula is as follows:

If (child_account__vr.ispersonaccount__v, parent_account__vr.name__v & " " & child_account__vr.last_name_cda__v & " " & child_account__vr.first_name_cda__v, parent_account__vr.name__v & " " & child_account__vr.name__v)

A database refresh may be required for users to view new values based on the updated formula.