Account to Account and Bi-Directional Relationships
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11-22-2024 05:35 AM
Can someone point me in the right direction for detailed information on Account to Account and Bi-Directional Relationships?
I have found a lot of information on the mechanics of configuring both features, but what is unclear to me is what the users can actually do and the records they have access to. If it is all configurable great, but have not found the details that outline the steps to do that.
Any info or suggestion on doc or kb's is much appreciated.
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