Create an account relationship record

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create an account relationship record by selecting the account relationship type and then selecting the accounts involved in the relationship.

    Before you begin

    Role required: sn_customerservice_manager or admin

    About this task

    The system administrator can create a relationship record for an account from the Account Relationships related list on the Account Relationship Type form.

    The customer service manager and the system administrator can create a relationship record for an account from the Account Relationships related list on the account or partner record.

    Deleting a relationship record for an account also deletes the reverse relationship record.
    Note:
    Deleting a relationship record does not have any impact on customer service cases that refer to the relationship record.

    Procedure

    1. Navigate to All > Customer Service > Customer > Accounts or Partners.
    2. Select an account.
    3. From the Account Relationships related list, select New.
    4. Fill in the fields on the Account Relationship form.
      Table 1. Account Relationship form fields
      Field Definition
      Account From The source account for this relationship. If you are creating the relationship from an account or partner record, this field is automatically filled in; otherwise, make a selection from the Accounts list.
      Relationship Type Select the account relationship type for this record. If you are creating the record from an Account Relationship Type form, this field is automatically filled in. Otherwise, make a selection from the Account Relationship Types list, which shows all active account relationship types.
      Account To The target account for this relationship.
      Order Specifies the sequence in which records are displayed, organized according to business preferences.
    5. Select Submit.
      Once a relationship record has been created, it appears in two places:
      • The relationship appears in the Account Relationships related list on the source account record.
      • The reverse relationship appears in the Account Relationships related list on the target account record.