Define the role of members in a household, a group, or between two participants who are related to each other by using Party Role Relationship records.. An automotive manufacturer or dealer must track different types of relationships that are important to their customers. Some relationships are reciprocal, such as parent-child relationships in a household, or the service provider and service benefactor relationship between a repair shop and the vehicle owner. Other relationships can be linear, such as the relationship between two person accounts who are members of the same co-operative living society and are neighbors.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create party role relationships: | Automotive Foundation permission set AND Group Membership permission set |
- From the App Launcher, find and select Party Role Relationships.
- Click New.
- For Role Name, enter the primary role in the relationship.
- For Related Role Name, enter the secondary role that’s in the relationship.
- For Relationship Object Name, select either Account Account Relationship or Contact Contact Relationship.
- If the relationship isn’t reciprocal, or if one reciprocal role has already been created with this selection, select Create Inverse Role Automatically.
- For Related Inverse Record, select the reciprocal role record if you’ve already created it.
- Save your changes.
Scenario: A reciprocal relationship exists between two accounts, but the relationship must be created manually.
- Record 1
- Role Relationship Record: Household-Law Firm-AAR
- Role Name: Household
- Related Role Name: Law Firm
- Relationship Object Name: Account Account Relationship
- Create Inverse Role Automatically: Yes
- Related Inverse Record: Leave it blank, gets autopopulated with Record 2's name
- Record 2 is automatically created when you create Record 1
- Role Relationship Record: Law Firm-Household-AAR
- Role Name: Law Firm
- Related Role Name: Household
- Relationship Object Name: Account Account Relationship
- Create Inverse Role Automatically: No
- Related Inverse Record: Household-Law Firm-AAR
Scenario: Two contacts don’t have a reciprocal relationship because both participants have the same role in the relationship.
- Role Name: Colleague
- Related Role Name: Colleague
- Relationship Object Name: Contact Contact Relationship
- Create Inverse Role Automatically: No
- Related Inverse Record: Leave it blank
Scenario: Two contacts have a reciprocal relationship, and the related role can be created automatically.
- Record 1
- Role Relationship Record: Husband-Wife-CCR
- Role Name: Husband
- Related Role Name: Wife
- Relationship Object Name: Contact Contact Relationship
- Create Inverse Role Automatically: No
- Related Inverse Record: Leave it blank, gets autopopulated with Record 2's name
- Record 2
- Role Relationship Record: Wife-Husband-CCR
- Role Name: Wife
- Related Role Name: Husband
- Relationship Object Name: Contact Contact Relationship
- Create Inverse Role Automatically: No
- Related Inverse Record: Husband-Wife-CCR
Scenario: Two accounts don’t have a reciprocal relationship because both participants have the same role in the relationship.
- Role Name: Sales Dealer
- Related Role Name: Sales Dealer
- Relationship Object Name: Account Account Relationship
- Create Inverse Role Automatically: No
- Related Inverse Record: Leave it blank