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            Set Up Association Types (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Set Up Association Types (Managed Package)

            Control how account account relation records are displayed in the Relationship Map and the Actionable Relationship Center components using the Association Type picklist.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            The Association Type field on the Account Account Relation object specifies types of relationships between two accounts. For example, if your customers work with subcontractors and you want to capture those AARs, add Subcontractor as a Association Type picklist value.

            Warning
            Warning The values with the API Names Group, Member, and Peer must always be activated in the Association Type picklist. You can change display values for these entries but not API Names. If these three entries are not activated, Relationship Map, Group Builder, and Actionable Relationship Center will not work as expected.
            1. From Setup, select Object Manager.
            2. Click the Account-Account Relation object.
            3. Click Fields & Relationships in the left-hand menu.
            4. Click Association Type.
            5. In the Values section, verify that the three required entries with the API Names Group, Member, and Peer are listed.
              The three Association Types values required for the Actionable Relationship Center.
              Note
              Note If any of the required entries appear in the Inactive Values list, click Activate to move each one back to the Values list.
            6. (Optional) Create other descriptive Association Type values as needed.
              1. In the Values section, click New.
              2. Enter one or more new picklist values into the text area, then click Save.
             
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