You are here:
What Is a Relationship in Financial Services Cloud?
In addition to recording complex, multi-party relationships using groups, Financial Services Cloud also models one-to-one relationships between people and businesses. These relationships help you understand spheres of influence and spans of control.
How Is a Relationship Modeled?
You can model relationships in various ways.
| Object | Standard or Custom | Represents | Record Types |
|---|---|---|---|
| Account-Account Relationship | Custom | The relationship between businesses, institutions, and groups. | |
| Account Contact Relationship | Standard | The relationship between a person and a business or other account. | |
| Contact-Contact Relationship | Custom | The relationship between two people. | |
| Reciprocal Role | Custom | The nature of the relationship between a person and another person, business, or other account. For example, Proprietor and Owned Business. Used on the Account-Account Relationship and Contact-Contact Relationship objects. |
Note Account Contact Relationship is also used to hold details about the members of a
group.
Did this article solve your issue?
Let us know so we can improve!
