---
schema_version: "1"
id: 12a2dc0e9da741b10eaaa7e5d76d367d36c607211de952120f23f7578465150d
title: Org Unit Key Objects
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_reference_admin_org_unit_key_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_org_unit_key_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cefe9aaa0ca101b77d61abe20f67b783ae09d6ed8e4af383e9cc75a2483ac190
description: Build org unit hierarchies and manage customer relationships by using Org Unit objects.
products:
  - Consumer Goods
release: "264"
---
# Org Unit Key Objects

Build org unit hierarchies and manage customer relationships by using Org Unit objects.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

Org Units control key retail business processes through capabilities such as:

- Customer master data synchronization
- Regional sales folders
- Regional promotions through customer segmentation
- Customer master access rights
- Supervisor team and synchronization
- Substitutions
- Customer segmentation

The image shows the objects to manage org units.

![Objects under Org Unit](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/consumer_goods_retail_admin/images/cg_retail_orgunit_keyobjects.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d95782e103">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d95782e106">API Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d95782e109">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e103 ">Account</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e106 ">Account</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e109 ">Information on customers with whom you conduct business. An account can
              be a retailer, distributor, wholesaler, or consumer.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e103 ">Customer Org Unit</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e106 ">cgcloud__Account_Org_Unit__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e109 ">
              <p>Represents the relationship between customers, retailers, distributors, wholesalers, or
                traders, and org units.</p>
              <p>Points to keep in mind:</p>
              <ul>
                <li>The sales org of the customer and the org unit must be the same.</li>

                <li>If validity periods or org unit types are different, you can add multiple org units to
                  a customer.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e103 ">Flatten Org Unit Hierarchy</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e106 ">cgcloud__Flatten_Org_Unit_Hierarchy__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e109 ">Contains a version of the trade org unit hierarchy
              data, flattened by a batch process. You can use this object to filter and group customers in
              customer sets based on segmentation rules.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e103 ">Org Unit</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e106 ">cgcloud__Org_Unit__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e109 ">Smallest units of an organization, such as a department or a branch
              office. For example, NTO California org unit under Northern Trail Outfitters (NTO)
              for the org level type, Sales. You can create multiple types of org units within one
              organization. You can create org units based on physical territories for sales teams
              or logical org units for service teams.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e103 ">Org Unit Hierarchy</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e106 ">cgcloud__Org_Unit_Hierarchy__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e109 ">Information on how an organization is internally organized and the relationships
              between org units. For example, NTO Bay Area Sales Org is under NTO California Sales
              Org.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e103 ">Org Unit User</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e106 ">cgcloud__Org_Unit_User__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e109 ">Users, such as sales reps or supervisors, assigned to each org unit. Users can have
              different management relationships, such as sales or service, in the organization based on
              the management type set. For example, admin performs setup and Key Account Manager (KAM)
              performs promotional activities.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e103 ">User</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e106 ">User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d95782e109 ">Specific business roles for a sales org. Users conduct retail activities
              based on the defined role (for example: sales rep or supervisor).</td>

          </tr>
        </tbody>
      </table>