---
schema_version: "1"
id: 8242e8f2a6d0ef2d124c02e6066ad683784ba65a15cddbec0396393437a4a268
title: Add Customer Relationships
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_add_customer_relationships.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customer_relationships.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 773f4f9d1ea0e6a8ff26ab139193a806c292088ad5f4849512e4393eea4a8960
description: A customer can have multiple relationships. For example, customers who receive goods ordered by a primary customer can be the customer's Delivery Recipient. And customers who pay the invoice can be the primary customer's Payer. But only one customer can be the primary customer's main customer. For example, a primary customer can have multiple wholesalers, but only one wholesaler can be the main wholesaler. All relationships have validity periods.
products:
  - Consumer Goods
release: "264"
---
# Add Customer Relationships

A customer can have multiple relationships. For example, customers who receive goods ordered by a primary customer can be the customer's Delivery Recipient. And customers who pay the invoice can be the primary customer's Payer. But only one customer can be the primary customer's main customer. For example, a primary customer can have multiple wholesalers, but only one wholesaler can be the main wholesaler. All relationships have validity periods.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d23384e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23384e63 ">To create customer conditions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23384e63 ">
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User </p>
            </td>

          </tr>
        </tbody>
      </table>

A specific role can be a prerequisite for an assignment of customers through relationships. For example, only customers with the Payer role can be assigned to a customer through the Payer relationship.

1. From the App Launcher, find and select **Customers**.
2. Select a customer.
3. In the Customer Relationships related list, click **New**.
4. Select a related customer.
5. Select a relationship type:
    
    - Bill To
    - Delivery Recipient
    - Payee
    - Payer
    - Wholesaler
6. Select the relationship as the primary relationship, if necessary.
7. Enter the validity period for the relationship, and then save your changes.