Address sharing through account hierarchy

task australia Updated Sep 10, 2026 1 min read address-sharing-account-hierarchy.md
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You can reuse the same address between multiple accounts within the account hierarchy.

Before you begin

Role required: One of the following roles:

  • admin
  • sn_customerservice_manager
  • sn_crm_account_data_manager
  • sn_crm_account_relationship_data_manager
  • sn_crm_foundation_data_manager
  • sn_crm_foundation_admin

Procedure

  1. Navigate to All > Customer Service > Accounts.

  2. Select an account and navigate to Related List> Account Addresses.

  3. Select New.

  4. See all the locations associated with the selected account in the account hierarchy by selecting the search icon next to the Location field.

    Note: The Account field is already populated with the name of the account.

  5. In the Locations pop up, select the location that you want to reuse.

    [Omitted image "account_hierarchy.png"] Alt text: Locations dialog box displaying the addresses associated with the selected account in the account hierarchy.

  6. Select Submit.

Related topics

Reusing addresses between multiple accounts

Share an address through non-related accounts

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