What is bi-directional account relationships in ServiceNow CSM?
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11-17-2024 06:53 AM
What is bi-directional account relationships in ServiceNow CSM? I am new to CSM & hance trying to figure out what is means?
So we have account-account relationship & account-partner relationship . Why ? What is the use case?
What is the real world scenerio?
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11-17-2024 08:12 PM
HI @mahajanravish4 ,
A bi-directional account relationship is a relationship that exists between two accounts. You can create account relationships between two customer accounts or between a partner account and a customer account.
- Defining the types of relationships that exist between your partners and customers.
- Using these relationship types to create relationship records between selected accounts.
You can view relationship records on the Account form for either account in the relationship. These records are stored in the Account Relationships related list.
For relationships between a partner account and a customer account, partner account contacts with the partner role or the partner administrator role can create and manage cases for their customer accounts.
Account relationship types
- Account to account
- Partner to account
- The type of source account (account or partner).
- The type of target account (account or partner).
- The relationship between the source account and the target account.
- The reverse relationship between the source account and the target account.
Account relationship records
- A source account, selected in the Account From field.
- A target account, selected in the Account To field.
- The account relationship type that this relationship record is based on.
- The relationship and the reverse relationship of the selected accounts.
- The relationship (Account From > Account To) appears in the Account Relationships related list on the source account record.
- The reverse relationship (Account To > Account From) appears in the Account Relationships related list on the target account record.