One customer. One owner. Every time.

Parent companies, subsidiaries and regional offices come straight from Salesforce. Change one account and BoogieBoard asks how to handle the rest of its family. Run Auto-Balance and families move together — never split in two.

Key capabilities

Family-aware everywhere it matters

Families viewEvery family and how many owners it has: your cleanup list, one sort away.

Assign to Family OwnerMove the whole family at once; a single dialog settles who the owner should be.

Keep groups togetherA balance goal that makes Auto-Balance move whole families, never stray children.

Family rulesChildren follow the family parent, with exclusions for subsidiaries that belong elsewhere.

Rollup columnsFamily ARR, member counts and owner counts, right in the grid.

Family-aware locksLock a family and the whole group holds in place.

Every change checks the family

Change one account. BoogieBoard asks about the rest.

Reassign an account that belongs to a family and BoogieBoard checks the family first. It shows the parent company, the current territory and how many accounts are involved, then asks how far the change should reach: just this account, the whole family in this part of the plan, or the accounts you pick.

The same choice when you lock an account
Bulk moves can bring family accounts along automatically
Works from the Account List and the Families view

Auto-Balance

AI that keeps families together

Add the Keep account groups together goal and Auto-Balance treats every family as one unit while it designs territories. It can move a whole family to even out the books, and it spreads families fairly across territories, but it never splits one. Locked accounts stay put, and the rest of their family stays with them.

Families grouped by Ultimate Parent ID
Works in Auto-Balance, Smart Assign and full redesigns
Every family move appears in the run report

Family rules

One owner per family, with the exceptions you choose

BoogieBoard builds families from Salesforce — using the Ultimate Parent ID, or each account's parent. Turn on Follow Parent and every child account routes to the same node as its parent. Exclusion rules let specific branches, like a European subsidiary, stay with their regional rep.

Children follow the family parent, with a leader you choose
Exclusion rules for subsidiaries that belong elsewhere
Rollup columns: family ARR, member counts, owner counts
Family-aware locks hold the whole group in place

We have some pretty stringent rules around account hierarchies, especially when it spans geography. We want one rep on a family of accounts per region.

WH Will HergenraderManager of Sales and Marketing Strategy, Fullstory

Family-aware everything

Families move together — wherever accounts move

In Auto-Balance

Keep account groups together in Auto-Balance, Smart Assign and full redesigns.

In manual moves

Assign one account and choose whether its family follows. You pick the blast radius.

In locks

Lock a parent and include its family, so nobody peels off a subsidiary.

In filters

Find mixed-family territories and split families before reps do.

FAQ

Account family questions

Where do account families come from?

From Salesforce: map an Ultimate Parent ID field, or let BoogieBoard walk each account's ParentId. Families refresh as the hierarchy changes in Salesforce.

What happens when a customer acquires another company?

Once the new parent relationship syncs, the acquired accounts join the family. Assign to Family Owner moves them together, and the conflict dialog settles which owner keeps the family.

Can some subsidiaries stay with a regional rep?

Yes. Exclusion rules let specific branches (for example a European subsidiary) stay with the regional owner while the rest follow the parent.

Keep exploring

See your own territories balanced — on the first call.

Bring a CSV or connect Salesforce. We'll build a balanced plan from your real accounts while you watch.

See pricing