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            Configure Reciprocal Roles (Managed Package)

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            Configure Reciprocal Roles (Managed Package)

            Within a relationship, a reciprocal role describes the role of one entity relative to another entity. For example, Client and Power of Attorney, or Proprietor and Business. We’ve provided a set of commonly used reciprocal role records. You can edit them to specify more granular roles for extended families, specific types of attorneys, or various professional affiliations.

            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.

            1. From the App Launcher, find and open the Reciprocal Roles tab.
            2. From the list view dropdown menu, select All to view the reciprocal roles. The roles provided are:
              Role Inverse Role
              Accountant Client
              Business Proprietor
              Business Client
              Client Accountant
              Client Lawyer
              Client Power of Attorney
              Client Business
              Dependent Parent
              Ex-Spouse Ex-Spouse
              Extended Family Extended Family
              Grandchild Grandparent
              Grandparent Grandchild
              Lawyer Client
              Parent Dependent
              Parent Company Subsidiary
              Power of Attorney Client
              Proprietor Business
              Sibling Sibling
              Spouse Spouse
              Subsidiary Parent Company
            3. Edit these reciprocal roles as needed. If you add a reciprocal role record and select Create Inverse Role, Salesforce creates a corresponding record that has the values for Role and Inverse swapped.
              Note
              Note The predefined reciprocal roles are available only in English.

            See Also

             
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