Family trees

Find the missing children in your CRM

Building full family trees

Kernel can build the full family tree in real-time for any account in your CRM by traversing up and down the tree and analyzing each "node" in detail.

Ingesting family trees (CSV)

Kernel first builds the complete corporate hierarchy externally. This structure is then provided to you for review as a flat file (CSV). This file clearly maps out the proposed parent-child relationships before any changes are made in your CRM.

Upon your approval, Kernel adds all missing accounts to your CRM via the API and implements the hierarchy by populating the standard Parent Account field in Salesforce. Each child account is linked to its parent using its unique and permanent 18-digit Salesforce Account IDs, creating a clean and reliable structure directly within your CRM.

Ingesting family trees (Custom object)

Kernel can alternatively build the account trees natively in our CRM using the "Digital twin" (see Deployment)