Add an Extended Relationship to a Client or Household (Managed Package)

Better visualize clients’ relationships with people outside of their household. Track the other professionals who advise clients about their financial lives. Also track clients’ affiliations with owned businesses and other organizational entities.

Required Editions

Important This feature is available in Salesforce orgs that have installed the Agentforce Financial Services managed package. This is different from the standard Groups and Households feature, which can be accessed without installing the managed package.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

• Relate a Contact to a Client or Household (Managed Package)
  Add a lawyer, accountant, or other professional as a related contact. If the business contact is new, create a business account for the contact—every contact belongs to an account in Salesforce. Then associate the contact with a client or household by creating a contact for the business account.
• Relate a Business, Trust, or Another Household to a Household (Managed Package)
  Associate a business, trust, or another household with a household to track the full picture of a household’s relationships.