Salesforce Docs Portal

Create Contact Contact Relationships in Automotive Cloud

Define a relationship between two contacts or two person accounts by using Contact Contact Relationship records. For example, multiple members of the same family can own vehicles. Or, a dealer representative at a spare parts service dealership can be the preferred rep for multiple person accounts who are customers. Create contact contact relationships to relate parent and child records or peer records.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create contact contact relationships: Automotive Foundation permission set AND Group Membership permission set

Make sure that your admin has enabled person accounts in Salesforce. A person account is also a Contact record in Salesforce.

  1. From the App Launcher, find and select Contact Contact Relationships.
  2. Click New.
  3. For Contact, select a contact or a person account.
  4. For Related Contact, search for and select the related contact or person account.
  5. For Party Role Relationship, search for and select a record that defines the relationship between the two contacts or person accounts.
    Select a Party Role Relationship record with Relationship Object Name as Contact Contact Relationship.
  6. For Related Inverse Record, select the contact record that has a reciprocal relationship with the contact.
  7. For Hierarchy Type, select Parent, Child, or Peer.
  8. Select the start and end dates for the relationship.
  9. Save your changes.
Example
Example

Scenario: A person account and a contact of a business account are related in a peer-to-peer relationship. Mary Don is a service technician at Dream Dallas Motors, which is a business account. Sam Knight is a regular customer as a person account.

  • Record 1
    • Contact: Sam Knight
    • Related Contact: Mary Don
    • Hierarchy Type: Peer
  • Record 2
    • Contact: Mary Don
    • Related Contact: Sam Knight
    • Hierarchy Type: Peer

Scenario: Two contacts from a business account have a parent-child relationship between them. In the James Household, Matt James is the father, and Pam James is his daughter.

  • Record 1
    • Contact: Matt James
    • Related Contact: Pam James
    • Hierarchy Type: Parent
  • Record 2
    • Contact: Pam James
    • Related Contact: Matt James
    • Hierarchy Type: Child

See Also