---
schema_version: "1"
id: eafffaaba0e109de80a99392e362d19235bdab6945f9ce250fa2a1a632b282e7
title: Add an Extended Relationship to a Client or Household (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_add_extended_relationship.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_add_extended_relationship.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3e6b5c137f9917aa47ad8c3327e965bc8ae1008d7e542a77ecd841ede26630be
description: 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.
products:
  - Financial Services
release: "264"
---
# 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_important.png)

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](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_groups_and_households.htm&release=264.0.0&type=5 "Create and define groups such as households, connect individuals and organizations, and track their relationships without installing the Agentforce Financial Services managed package. Guided flows manage groups, members, and relationships.") feature, which can be accessed without installing the managed package.

<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</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

- **[Relate a Contact to a Client or Household (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.fsc_relate_contact.htm&release=264.0.0&type=5)**  
    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)](https://help.salesforce.com/s/articleView?id=ind.fsc_relate_account.htm&release=264.0.0&type=5)**  
    Associate a business, trust, or another household with a household to track the full picture of a household’s relationships.