Adding and associating company records with a business organization

concept australia Updated Sep 10, 2026 1 min read associate-company-with-bus-loc.md
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Create a company record and associate it to an internal or external organization (formerly internal or external business location).

Important: Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.

Task Description
Add a new company Create a company record that represents vendors, manufacturers, or customers with whom you do business.
Associate company records with a business organization Associate company records with a business organization to indicate that a business organization is a company.

Associate company records with a business organization

Associate your company records with a business organization (formerly business location) to enhance service organization data model adoption across different industry verticals.

Before you begin

Add the Company field to an internal or external organization (formerly internal or external business location) form using the form layout. For more information, see Add fields to a form layout in Table Builder.

Important: Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.

Role required: admin, user_admin

Procedure

  1. Navigate to All > Customer Service > Business Organizations > Internal/External Organizations.

  2. Select the internal or external organization from the list that you want to associate a company record to.


  3. Select the company record previously created from the Company field.

  4. Select and hold (or right-click) in the header and select Save.

Result

The company record is successfully associated with a business organization.

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