Define a relationship between two business accounts by using Account Account
Relationship records. An automotive manufacturer or dealer must track the relationship between
different types of accounts. For example, two households can be related if members of these
households are in a marital relationship. Or, a bank can be related to a customer because the
customer has taken a car loan from that bank. A service dealer account can be related to a
housing community account, which in turn has multiple individual household accounts. Create
account account relationships to relate parent and child accounts or peer accounts.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions |
| User Permissions
Needed |
| To create account account relationships: |
Automotive Foundation permission set AND Group Membership permission
set |
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From the App Launcher, find and select Account Account
Relationships.
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Click New.
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Select the account and the related account.
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For Party Role Relationship, select a record that defines the relationship between the
two accounts.
Select a record that has the relationship object name as Account Account
Relationship.
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For Related Inverse Record, select the account record that has a reciprocal
relationship with the account.
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Select the hierarchy type as Parent, Child, or Peer.
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Select the start and end dates for the relationship.
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Save your changes.
