How Kernel hierarchy fields map to CRM hierarchy

Short answer

Kernel hierarchy fields describe the relationship between entities. CRM hierarchy actions describe what Kernel recommends doing in Salesforce. A parent value can exist without an association action.

Use this collection when

• A parent field is populated but no action appears.
• Kernel recommends creating or linking a parent.
• The CRM hierarchy should skip legal shells or holding companies.
• A customer asks how immediate, operating, or ultimate parent fields should be used.

Focused articles

• Why is there a parent value but no association action?
• Why would Kernel create a parent account?
• Should CRM mirror the full legal hierarchy?
• How does Kernel handle holding companies?

Related product docs

• Corporate hierarchies
• Hierarchy relation taxonomy
• Associate hierarchies