How to confirm Max Locations in Salesforce
There are generally 2 ways to confirm how many locations they should have. One method is by starting with the active Contract listed on the account or parent account. Another method is reviewing Account Hierarchy and counting the locations with green flags. According to Sales, we can trust that green flags on accounts and between Contracts and Account Hierarchy, we should be able to tell the quantity of locations the customer is paying for.
Find and confirm the Apteryx URL that they are forwarding images to, go to “View Customer Info” and open the page linked to the Salesforce Account Number in Salesforce.
Find and confirm the Apteryx URL