View source for Setting up customers in Pega Sales Automation for B2B selling modes

== Relevant objects in Pega Sales Automation ==
In Pega Sales Automation, there are different type of objects, for example, case types, data objects. The important objects in the current context are organizations, accounts, and contacts. These objects allow you to set up customers.

At the highest level in Pega Sales Automation, '''organizations''' capture details about a customer, for example, name, revenue, number of employees, website, and so on. You can set up an organizational hierarchy by creating a parent organization and associating child organizations with it. For more information about organizations, see [https://community.pega.com/knowledgebase/articles/pega-sales-automation/pega-sales-automation-entities#Organization Pega Sales Automation entities].

Another object of interest in this context is an '''account'''. When you create a customer organization, Pega Sales Automation automatically creates a default account object with the same name. Sales representatives can create opportunities by using an account. For more information about accounts, see [https://community.pega.com/knowledgebase/articles/pega-sales-automation/pega-sales-automation-entities#Accounts Pega Sales Automation entities]. 

'''''Note:''''' For most Pega Sales Automation implementations, setting up the organization is enough to capture customer information. That is why the <code>AutomaticAccountCreation</code> dynamic system setting is set to <code>true</code> by default, to allow the system to create a default account for each organization object. 

Sales reps can now create '''contacts''' and associate them with organizations. All contacts associated with organizations can also be associated with accounts. For more information, see [https://community.pega.com/knowledgebase/articles/pega-sales-automation/pega-sales-automation-entities#Contact Pega Sales Automation entities].