Customize Roles for Person Accounts and Individuals (Managed Package)
Customize the roles that person accounts and individuals play as members of a
group.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions where Financial Services
Cloud is enabled
This is a Financial Services Cloud managed package feature.
From Setup in Object Manager, open Account Contact Relationships,
and then Fields & Relationships.
Select Roles.
Add or delete roles as needed.
Save your changes.
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