Learn how to configure customer account hierarchy in Zuora to manage parent-child relationships in Salesforce.

1. Configure the Layout to View the Parent and Child Accounts.
   1. Select the Accounts tab to view a list of your accounts. Select the billing account that you want to configure.
   2. Click Edit Layout, located in the upper-right hand corner.
   3. In the Account Layout area, select Fields, and select the Parent object. Drag and drop Parent to the desired location on the Billing Account layout page.
   4. In the Account Layout area, select Related Lists, then select the Child Billing Accounts object. Drag and drop to the desired location on the Billing Account layout page.
   5. Click Save.
2. Enable the Zuora Quotes Option to User Parent Customer Account.
   1. In Salesforce, click the Zuora Config tab.
   2. Click Quote Configuration Settings.
   3. Click Edit Settings.
   4. In the Field Configurations section, select Enable Parent Customer Account.
   5. Click Save.
3. Activate the Customer Hierarchy Feature.
   1. Assign the parent account to the appropriate accounts in Zuora using Customer Hierarchy.
   2. Run the Accounts & Related Objects sync. Both the parent and child accounts CRM IDs should be synced with Zuora.