what is the use of Accounts Relationship tab in Accounts table under related list

Srinivasu2
Tera Contributor

 

Hi Community,

 

what is the use of Accounts Relationship tab in Accounts table under Related list

 

Srinivasu2_0-1712234111040.png

 

 

 

 

Thanks,

Srinivasu

 

5 REPLIES 5

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @Srinivasu2 

It indicate how the curreny account related with the other Account. Like in screenshot Box is customer of XYZ.

It is like CI relationship. 

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Hi @Dr Atul G- LNG 

 

Thank you for above information, how can we use this in real time & please provide any example would be better understanding

 

Thanks,

Srinivasu

Hi @Srinivasu2 

 

Lets take example 

 

There is a company X which is main account and there is company Y, who is also for me as account but Company X is providnng services to company Y and company X asked me to provide service to company Y as well. so to make sure i follow a good relationship, i will create the account relationship.

 

A relationship can be customer of / Partner of  / Vendor of / Parent / Child etc.

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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Hi Community,

 

"company X asked me to provide service to company Y as well" - here me means agent right?

 

Thanks,

Srinivasu